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
$102M
AUM Growth
-$6.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$485K
2
+$358K
3
+$295K
4
PNC icon
PNC Financial Services
PNC
+$218K
5
MFA
MFA Financial
MFA
+$210K

Top Sells

1
+$336K
2
+$308K
3
+$291K
4
MSFT icon
Microsoft
MSFT
+$291K
5
JCI icon
Johnson Controls International
JCI
+$280K

Sector Composition

1 Technology 13.66%
2 Financials 10.24%
3 Healthcare 9.77%
4 Industrials 6.59%
5 Consumer Staples 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$199K 0.19%
8,200
-1,000
152
$195K 0.19%
1,385
153
$192K 0.19%
3,904
-475
154
$191K 0.19%
2,599
155
$190K 0.19%
+6,614
156
– –
-8,998
157
– –
-1,330
158
– –
-490
159
– –
-6,906
160
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-11,891
161
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-867
162
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-2,087
163
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-2,297
164
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-6,013
165
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-14,000
166
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-47,600
167
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-23,520
168
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-1,755
169
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-10,850
170
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-1,715
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