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
$138M
AUM Growth
-$253K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$381K
3
+$249K
4
ZTS icon
Zoetis
ZTS
+$216K
5
KSU
Kansas City Southern
KSU
+$216K

Top Sells

1
+$401K
2
+$306K
3
+$293K
4
AAPL icon
Apple
AAPL
+$246K
5
VLO icon
Valero Energy
VLO
+$244K

Sector Composition

1 Technology 16.99%
2 Financials 9.31%
3 Healthcare 7.25%
4 Industrials 5.49%
5 Consumer Discretionary 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$244K 0.18%
2,770
152
$238K 0.17%
2,760
-50
153
$238K 0.17%
1,635
-100
154
$237K 0.17%
1,515
+50
155
$235K 0.17%
8,225
156
$229K 0.17%
7,920
157
$227K 0.17%
11,200
158
$225K 0.16%
3,956
-290
159
$224K 0.16%
3,684
-521
160
$221K 0.16%
3,990
161
$217K 0.16%
9,775
-100
162
$216K 0.16%
1,278
-75
163
$216K 0.16%
+1,736
164
$216K 0.16%
+1,625
165
$214K 0.16%
3,870
166
$213K 0.15%
3,069
+106
167
$213K 0.15%
22,320
-400
168
$212K 0.15%
11,206
-1,800
169
$212K 0.15%
7,671
-550
170
$210K 0.15%
1,874
-275
171
$206K 0.15%
+2,350
172
$205K 0.15%
1,059
+1
173
$203K 0.15%
2,450
174
$201K 0.15%
285
-45
175
$199K 0.14%
6,762
-700
4 5 6
7
8