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
$109M
AUM Growth
+$2.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$239K
2
+$230K
3
+$223K
4
GLW icon
Corning
GLW
+$218K
5
AMAT icon
Applied Materials
AMAT
+$208K

Top Sells

1
+$269K
2
+$234K
3
+$221K
4
AAPL icon
Apple
AAPL
+$100K
5
FFC
Flaherty & Crumrine Preferred and Income Securities Fund
FFC
+$92.3K

Sector Composition

1 Technology 13.72%
2 Healthcare 10.85%
3 Financials 8.84%
4 Industrials 6.55%
5 Consumer Staples 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$221K 0.2%
7,231
152
$220K 0.2%
1,385
-40
153
$219K 0.2%
4,135
-75
154
$218K 0.2%
+9,200
155
$212K 0.19%
1,950
156
$209K 0.19%
2,599
157
$208K 0.19%
+6,906
158
$207K 0.19%
+4,825
159
$207K 0.19%
1,715
-50
160
$206K 0.19%
+490
161
$204K 0.19%
1,755
+50
162
$203K 0.19%
4,671
-175
163
$202K 0.19%
+23,520
164
$200K 0.18%
+2,343
165
$197K 0.18%
11,891
166
– –
-7,600
167
– –
-4,082
3 4 5 6
7