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
$107M
AUM Growth
+$5.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$616K
2
+$592K
3
+$367K
4
PAAS icon
Pan American Silver
PAAS
+$296K
5
SO icon
Southern Company
SO
+$235K

Top Sells

1
+$234K
2
+$201K
3
+$198K
4
PII icon
Polaris
PII
+$147K
5
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$118K

Sector Composition

1 Technology 12.79%
2 Healthcare 11.25%
3 Financials 8.32%
4 Industrials 6.65%
5 Consumer Staples 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$210K 0.2%
867
152
$207K 0.19%
1,950
153
$205K 0.19%
+1,965
154
$205K 0.19%
+2,599
155
$204K 0.19%
+1,705
156
$203K 0.19%
+2,825
157
$201K 0.19%
+11,891
158
$198K 0.19%
1,765
-30
159
– –
-2,325
160
– –
-11,200
161
– –
-7,925
3 4 5 6
7