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
$118M
AUM Growth
+$6.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$284K
2
+$273K
3
+$221K
4
FIS icon
Fidelity National Information Services
FIS
+$217K
5
SNPS icon
Synopsys
SNPS
+$214K

Top Sells

1
+$265K
2
+$79.1K
3
+$75.8K
4
HPE icon
Hewlett Packard
HPE
+$56.9K
5
CMI icon
Cummins
CMI
+$49.9K

Sector Composition

1 Technology 15.79%
2 Financials 9.89%
3 Healthcare 9.67%
4 Industrials 6.94%
5 Consumer Discretionary 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$227K 0.19%
4,275
+350
152
$225K 0.19%
3,841
-746
153
$223K 0.19%
6,370
+250
154
$221K 0.19%
+2,075
155
$217K 0.18%
+2,325
156
$214K 0.18%
3,070
-211
157
$214K 0.18%
+2,660
158
$213K 0.18%
3,560
159
$212K 0.18%
1,515
160
$206K 0.17%
1,850
161
$205K 0.17%
+660
162
$204K 0.17%
+2,135
163
$203K 0.17%
+44,700
164
$202K 0.17%
+3,608
165
$201K 0.17%
+1,330
166
$199K 0.17%
1,295
167
$197K 0.17%
13,415
-3,877
168
– –
-3,285
3 4 5 6
7