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
$111M
AUM Growth
+$3.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$280K
2
+$262K
3
+$224K
4
SQM icon
Sociedad Química y Minera de Chile
SQM
+$221K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$221K

Top Sells

1
+$371K
2
+$353K
3
+$331K
4
YHOO
Yahoo Inc
YHOO
+$245K
5
COP icon
ConocoPhillips
COP
+$225K

Sector Composition

1 Technology 15.36%
2 Financials 9.9%
3 Healthcare 9.74%
4 Industrials 6.78%
5 Consumer Discretionary 5.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$216K 0.19%
3,281
-257
152
$214K 0.19%
1,850
153
$213K 0.19%
1,295
154
$212K 0.19%
12,140
-400
155
$210K 0.19%
6,120
+38
156
$209K 0.19%
2,305
157
$203K 0.18%
2,865
-325
158
$202K 0.18%
+3,560
159
$201K 0.18%
+1,515
160
$200K 0.18%
3,925
-150
161
– –
-4,521
162
– –
-9,810
163
– –
-1,711
164
– –
-2,599
165
– –
-45,600
166
– –
-2,333
167
– –
-5,275
168
– –
-4,166
3 4 5 6
7