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
$115M
AUM Growth
-$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1 +$665K
2 +$364K
3 +$306K
4
DLR icon
Digital Realty Trust
DLR
+$254K
5
GILD icon
Gilead Sciences
GILD
+$246K

Top Sells

1 +$842K
2 +$463K
3 +$363K
4
NLY icon
Annaly Capital Management
NLY
+$312K
5
MFA
MFA Financial
MFA
+$307K

Sector Composition

1 Technology 19.28%
2 Healthcare 8.74%
3 Financials 7.86%
4 Consumer Staples 5.07%
5 Industrials 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$187K 0.16%
2,775
-75
152
$184K 0.16%
2,250
-15
153
$184K 0.16%
3,266
-16
154
$183K 0.16%
3,645
-100
155
$180K 0.16%
12,118
-994
156
$179K 0.16%
6,977
+800
157
$179K 0.16%
742
-25
158
$179K 0.16%
1,798
+76
159
$177K 0.15%
1,110
-230
160
$177K 0.15%
1,393
+1
161
$176K 0.15%
1,447
-178
162
$171K 0.15%
1,238
-40
163
-1,060
164
-3,916
165
-4,525
166
-2,660
167
-9,450
168
-7,920
169
-3,762
170
-7,258
171
-8,475
172
-3,025
173
-35,495
174
-1,685
175
-10,044