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
$131M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Sells

1 +$201K
2 +$200K
3 +$119K
4
RTX icon
RTX Corp
RTX
+$117K
5
EL icon
Estee Lauder
EL
+$82.6K

Sector Composition

1 Technology 17.61%
2 Financials 8.89%
3 Healthcare 8.85%
4 Industrials 6.07%
5 Consumer Discretionary 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$239K 0.18%
18,000
152
$237K 0.18%
4,387
-125
153
$230K 0.18%
6,516
154
$230K 0.18%
+11,200
155
$227K 0.17%
4,499
156
$227K 0.17%
+2,873
157
$225K 0.17%
+630
158
$224K 0.17%
7,427
+400
159
$224K 0.17%
2,990
160
$221K 0.17%
+3,735
161
$219K 0.17%
+7,920
162
$219K 0.17%
4,536
-72
163
$218K 0.17%
22,720
-850
164
$217K 0.17%
+300
165
$215K 0.16%
2,305
-100
166
$212K 0.16%
1,328
-125
167
$212K 0.16%
+1,475
168
$212K 0.16%
1,728
+1
169
$211K 0.16%
+1,129
170
$209K 0.16%
+1,303
171
$209K 0.16%
+1,060
172
$207K 0.16%
+2,575
173
$206K 0.16%
+7,849
174
$204K 0.16%
+2,710
175
$204K 0.16%
+1,920