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
$132M
AUM Growth
+$6.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1 +$582K
2 +$290K
3 +$245K
4
LLY icon
Eli Lilly
LLY
+$231K
5
BIIB icon
Biogen
BIIB
+$222K

Top Sells

1 +$493K
2 +$218K
3 +$210K
4
FBIN icon
Fortune Brands Innovations
FBIN
+$208K
5
MTD icon
Mettler-Toledo International
MTD
+$200K

Sector Composition

1 Technology 18.2%
2 Financials 9.39%
3 Healthcare 9.31%
4 Industrials 6.54%
5 Consumer Discretionary 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$244K 0.19%
65,450
152
$243K 0.18%
23,570
-2,750
153
$241K 0.18%
8,384
+500
154
$240K 0.18%
1,080
155
$239K 0.18%
1,490
-385
156
$238K 0.18%
1,744
+1
157
$238K 0.18%
2,405
-200
158
$231K 0.18%
+2,149
159
$231K 0.18%
2,832
160
$228K 0.17%
660
161
$222K 0.17%
+627
162
$222K 0.17%
6,776
+75
163
$221K 0.17%
3,362
164
$219K 0.17%
6,316
-100
165
$218K 0.17%
1,453
-35
166
$215K 0.16%
3,040
-75
167
$214K 0.16%
+690
168
$211K 0.16%
+2,135
169
$210K 0.16%
1,490
170
$208K 0.16%
555
-45
171
$208K 0.16%
1,940
172
$206K 0.16%
3,875
-175
173
$204K 0.16%
+2,791
174
$202K 0.15%
+1,380
175
$199K 0.15%
3,900
-225