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
$210M
AUM Growth
-$3.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$395K
3
+$306K
4
SDGR icon
Schrodinger
SDGR
+$251K
5
PAYX icon
Paychex
PAYX
+$208K

Top Sells

1
+$297K
2
+$228K
3
+$222K
4
CLX icon
Clorox
CLX
+$206K
5
SNY icon
Sanofi
SNY
+$203K

Sector Composition

1 Technology 21.37%
2 Financials 8.62%
3 Healthcare 7.46%
4 Consumer Discretionary 5.52%
5 Industrials 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$303K 0.14%
1,561
-25
152
$298K 0.14%
10,906
-500
153
$295K 0.14%
854
-50
154
$290K 0.14%
6,218
-204
155
$286K 0.14%
3,494
156
$285K 0.14%
996
157
$282K 0.13%
6,294
-625
158
$282K 0.13%
2,522
159
$270K 0.13%
1,180
+1
160
$269K 0.13%
7,420
-500
161
$269K 0.13%
2,141
-75
162
$268K 0.13%
4,505
163
$267K 0.13%
1,467
164
$266K 0.13%
5,550
165
$263K 0.13%
4,476
-323
166
$262K 0.12%
4,825
167
$258K 0.12%
3,375
+7
168
$258K 0.12%
3,000
169
$257K 0.12%
1,693
+1
170
$256K 0.12%
3,823
-184
171
$252K 0.12%
2,964
172
$252K 0.12%
2,500
173
$251K 0.12%
+4,590
174
$247K 0.12%
3,040
175
$246K 0.12%
2,025
-125
5 6
7
8 9