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
$161M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$719K
3
+$618K
4
GLD icon
SPDR Gold Trust
GLD
+$542K
5
UPS icon
United Parcel Service
UPS
+$287K

Top Sells

1
+$547K
2
+$529K
3
+$260K
4
PSX icon
Phillips 66
PSX
+$255K
5
BA icon
Boeing
BA
+$219K

Sector Composition

1 Technology 22.46%
2 Healthcare 7.64%
3 Financials 6.85%
4 Consumer Discretionary 5.9%
5 Industrials 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$321K 0.2%
1,455
127
$309K 0.19%
4,102
-131
128
$302K 0.19%
11,854
-631
129
$300K 0.19%
4,808
-12
130
$298K 0.18%
9,747
-50
131
$291K 0.18%
2,100
132
$289K 0.18%
2,925
+535
133
$287K 0.18%
+1,725
134
$287K 0.18%
1,585
+1
135
$286K 0.18%
4,700
+325
136
$284K 0.18%
7,258
137
$282K 0.17%
1,460
138
$282K 0.17%
1,903
-25
139
$278K 0.17%
5,986
-372
140
$277K 0.17%
1,685
+40
141
$274K 0.17%
2,880
-20
142
$271K 0.17%
1,636
-45
143
$268K 0.17%
1,207
144
$268K 0.17%
6,534
145
$267K 0.17%
7,786
146
$261K 0.16%
463
+45
147
$259K 0.16%
1,230
-199
148
$257K 0.16%
3,468
-199
149
$251K 0.16%
742
-10
150
$250K 0.15%
3,473
-175
4 5
6
7 8