TIA

Tiemann Investment Advisors Portfolio holdings

AUM $261M
1-Year Est. Return 18.37%
This Quarter Est. Return
1 Year Est. Return
+18.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$125M
AUM Growth
+$7.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$303K
2
+$233K
3
+$227K
4
HON icon
Honeywell
HON
+$213K
5
TXN icon
Texas Instruments
TXN
+$208K

Top Sells

1
+$319K
2
+$234K
3
+$214K
4
SNPS icon
Synopsys
SNPS
+$214K
5
HPE icon
Hewlett Packard
HPE
+$197K

Sector Composition

1 Technology 16.03%
2 Financials 10.22%
3 Healthcare 9.17%
4 Industrials 7.26%
5 Consumer Discretionary 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$233K 0.19%
+1,488
152
$232K 0.19%
375
+10
153
$230K 0.18%
4,275
154
$230K 0.18%
3,560
155
$227K 0.18%
6,370
156
$227K 0.18%
+2,830
157
$225K 0.18%
6,649
+11
158
$223K 0.18%
44,700
159
$222K 0.18%
1,850
160
$221K 0.18%
2,260
+125
161
$219K 0.17%
2,325
162
$213K 0.17%
+1,450
163
$212K 0.17%
2,965
164
$212K 0.17%
660
165
$208K 0.17%
+1,990
166
$206K 0.16%
+3,746
167
$203K 0.16%
+637
168
$203K 0.16%
+3,980
169
$202K 0.16%
+2,456
170
$202K 0.16%
1,295
171
$200K 0.16%
+1,344
172
$200K 0.16%
1,180
-150
173
– –
-1,960
174
– –
-13,415
175
– –
-3,070
4 5 6
7
8