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
$201M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$580K
3
+$441K
4
AMLP icon
Alerian MLP ETF
AMLP
+$421K
5
ADM icon
Archer Daniels Midland
ADM
+$374K

Top Sells

1
+$307K
2
+$243K
3
+$211K
4
CMI icon
Cummins
CMI
+$168K
5
JPM icon
JPMorgan Chase
JPM
+$163K

Sector Composition

1 Technology 20.32%
2 Financials 8.45%
3 Healthcare 7.47%
4 Consumer Discretionary 6.11%
5 Industrials 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$306K 0.15%
8,179
-73
152
$302K 0.15%
2,150
-50
153
$302K 0.15%
1,379
154
$301K 0.15%
1,360
-75
155
$300K 0.15%
1,177
+102
156
$298K 0.15%
2,522
157
$295K 0.15%
6,775
-150
158
$287K 0.14%
3,494
-1,613
159
$287K 0.14%
9,410
160
$282K 0.14%
6,385
-150
161
$280K 0.14%
4,950
+520
162
$280K 0.14%
4,799
-300
163
$276K 0.14%
4,003
-102
164
$276K 0.14%
560
+5
165
$275K 0.14%
3,363
-111
166
$270K 0.13%
7,920
167
$269K 0.13%
1,791
-75
168
$269K 0.13%
4,825
169
$262K 0.13%
4,730
+425
170
$260K 0.13%
3,065
171
$257K 0.13%
4,300
172
$256K 0.13%
4,361
+3
173
$255K 0.13%
2,900
174
$255K 0.13%
3,243
-67
175
$252K 0.13%
900
-25
5 6
7
8 9