TIA

Tiemann Investment Advisors Portfolio holdings

AUM $244M
1-Year Est. Return 16.53%
This Quarter Est. Return
1 Year Est. Return
+16.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$132M
AUM Growth
+$6.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$582K
2
+$290K
3
+$245K
4
LLY icon
Eli Lilly
LLY
+$231K
5
BIIB icon
Biogen
BIIB
+$222K

Top Sells

1
+$493K
2
+$218K
3
+$210K
4
FBIN icon
Fortune Brands Innovations
FBIN
+$208K
5
MTD icon
Mettler-Toledo International
MTD
+$200K

Sector Composition

1 Technology 18.2%
2 Financials 9.39%
3 Healthcare 9.31%
4 Industrials 6.54%
5 Consumer Discretionary 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$294K 0.22%
2,305
-60
127
$292K 0.22%
9,330
-450
128
$290K 0.22%
+4,526
129
$284K 0.22%
4,020
-450
130
$283K 0.22%
1,950
+6
131
$283K 0.22%
4,985
-850
132
$282K 0.21%
3,532
-76
133
$281K 0.21%
9,008
134
$281K 0.21%
1,763
135
$279K 0.21%
7,525
136
$276K 0.21%
2,775
-125
137
$275K 0.21%
9,356
138
$274K 0.21%
3,815
+100
139
$272K 0.21%
11,500
140
$270K 0.21%
3,125
141
$266K 0.2%
7,525
-300
142
$266K 0.2%
18,000
143
$266K 0.2%
2,382
+332
144
$259K 0.2%
2,375
145
$256K 0.19%
13,808
-600
146
$256K 0.19%
3,320
147
$254K 0.19%
3,810
+150
148
$252K 0.19%
1,565
+50
149
$247K 0.19%
1,904
+76
150
$245K 0.19%
+3,171
4 5
6
7 8