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
$161M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$719K
3
+$618K
4
GLD icon
SPDR Gold Trust
GLD
+$542K
5
UPS icon
United Parcel Service
UPS
+$287K

Top Sells

1
+$547K
2
+$529K
3
+$260K
4
PSX icon
Phillips 66
PSX
+$255K
5
BA icon
Boeing
BA
+$219K

Sector Composition

1 Technology 22.46%
2 Healthcare 7.64%
3 Financials 6.85%
4 Consumer Discretionary 5.9%
5 Industrials 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$249K 0.15%
5,150
+75
152
$248K 0.15%
3,040
153
$247K 0.15%
6,981
154
$244K 0.15%
13,310
155
$240K 0.15%
2,265
+15
156
$239K 0.15%
9,410
157
$237K 0.15%
835
+58
158
$231K 0.14%
1,385
+50
159
$231K 0.14%
+7,125
160
$231K 0.14%
2,291
+40
161
$230K 0.14%
2,291
-64
162
$228K 0.14%
2,458
163
$224K 0.14%
12,861
-1,293
164
$223K 0.14%
+1,379
165
$221K 0.14%
4,356
+2
166
$217K 0.13%
7,920
167
$216K 0.13%
+2,030
168
$216K 0.13%
11,356
169
$215K 0.13%
7,540
-823
170
$211K 0.13%
+1,021
171
$208K 0.13%
955
-40
172
$208K 0.13%
3,290
-525
173
$206K 0.13%
+1,309
174
$205K 0.13%
+2,565
175
$205K 0.13%
3,570
-175
4 5 6
7
8