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
$210M
AUM Growth
-$3.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$395K
3
+$306K
4
SDGR icon
Schrodinger
SDGR
+$251K
5
PAYX icon
Paychex
PAYX
+$208K

Top Sells

1
+$297K
2
+$228K
3
+$222K
4
CLX icon
Clorox
CLX
+$206K
5
SNY icon
Sanofi
SNY
+$203K

Sector Composition

1 Technology 21.37%
2 Financials 8.62%
3 Healthcare 7.46%
4 Consumer Discretionary 5.52%
5 Industrials 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$388K 0.18%
2,990
127
$383K 0.18%
1,414
-29
128
$379K 0.18%
4,607
+33
129
$376K 0.18%
1,468
+1
130
$373K 0.18%
4,445
-90
131
$368K 0.17%
6,226
-300
132
$367K 0.17%
568
133
$364K 0.17%
2,458
134
$360K 0.17%
2,490
+100
135
$358K 0.17%
2,136
-83
136
$348K 0.17%
253
-20
137
$346K 0.16%
10,564
+36
138
$341K 0.16%
19,668
-12
139
$340K 0.16%
2,805
140
$337K 0.16%
7,941
+6
141
$334K 0.16%
9,674
-561
142
$333K 0.16%
397
-75
143
$333K 0.16%
2,217
144
$332K 0.16%
1,372
-24
145
$323K 0.15%
10,350
146
$318K 0.15%
2,193
-300
147
$314K 0.15%
9,410
148
$308K 0.15%
3,221
+3
149
$306K 0.15%
4,700
150
$306K 0.15%
+5,125
4 5
6
7 8