TIA

Tiemann Investment Advisors Portfolio holdings

AUM $261M
1-Year Est. Return 18.37%
This Quarter Est. Return
1 Year Est. Return
+18.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$201M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1 +$1.84M
2 +$580K
3 +$441K
4
AMLP icon
Alerian MLP ETF
AMLP
+$421K
5
ADM icon
Archer Daniels Midland
ADM
+$374K

Top Sells

1 +$307K
2 +$243K
3 +$211K
4
CMI icon
Cummins
CMI
+$168K
5
JPM icon
JPMorgan Chase
JPM
+$163K

Sector Composition

1 Technology 20.32%
2 Financials 8.45%
3 Healthcare 7.47%
4 Consumer Discretionary 6.11%
5 Industrials 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$387K 0.19%
1,467
-69
127
$386K 0.19%
1,455
128
$383K 0.19%
840
-15
129
$375K 0.19%
2,990
130
$364K 0.18%
2,458
131
$362K 0.18%
11,406
-350
132
$362K 0.18%
313
+5
133
$359K 0.18%
3,335
+3
134
$357K 0.18%
4,700
135
$356K 0.18%
472
-16
136
$354K 0.18%
2,625
-1,801
137
$352K 0.18%
10,493
+36
138
$342K 0.17%
3,267
+29
139
$342K 0.17%
2,570
+70
140
$340K 0.17%
1,820
-83
141
$332K 0.17%
898
+70
142
$329K 0.16%
4,799
143
$329K 0.16%
20,406
-54
144
$324K 0.16%
2,805
-75
145
$324K 0.16%
10,350
146
$321K 0.16%
2,268
+1
147
$319K 0.16%
2,265
-56
148
$319K 0.16%
10,235
-42
149
$314K 0.16%
2,217
+117
150
$307K 0.15%
6,890
-100