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
$138M
AUM Growth
-$253K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$381K
3
+$249K
4
ZTS icon
Zoetis
ZTS
+$216K
5
KSU
Kansas City Southern
KSU
+$216K

Top Sells

1
+$401K
2
+$306K
3
+$293K
4
AAPL icon
Apple
AAPL
+$246K
5
VLO icon
Valero Energy
VLO
+$244K

Sector Composition

1 Technology 16.99%
2 Financials 9.31%
3 Healthcare 7.25%
4 Industrials 5.49%
5 Consumer Discretionary 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$291K 0.21%
4,745
+24
127
$288K 0.21%
5,763
+226
128
$286K 0.21%
9,114
129
$285K 0.21%
3,040
130
$284K 0.21%
2,850
131
$284K 0.21%
2,923
132
$282K 0.21%
18,000
133
$273K 0.2%
2,990
134
$269K 0.2%
2,025
-200
135
$269K 0.2%
5,328
-1,996
136
$267K 0.19%
1,380
-60
137
$266K 0.19%
14,064
+432
138
$265K 0.19%
1,330
-25
139
$265K 0.19%
4,548
+204
140
$264K 0.19%
3,025
-100
141
$264K 0.19%
1,925
-100
142
$258K 0.19%
885
-250
143
$257K 0.19%
3,735
144
$255K 0.19%
3,213
+126
145
$253K 0.18%
2,035
-200
146
$250K 0.18%
1,475
-150
147
$250K 0.18%
2,628
-248
148
$249K 0.18%
+4,730
149
$247K 0.18%
6,554
150
$245K 0.18%
1,485
-100
4 5
6
7 8