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
$125M
AUM Growth
+$7.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1 +$303K
2 +$233K
3 +$227K
4
HON icon
Honeywell
HON
+$213K
5
TXN icon
Texas Instruments
TXN
+$208K

Top Sells

1 +$319K
2 +$234K
3 +$214K
4
SNPS icon
Synopsys
SNPS
+$214K
5
HPE icon
Hewlett Packard
HPE
+$197K

Sector Composition

1 Technology 16.03%
2 Financials 10.22%
3 Healthcare 9.17%
4 Industrials 7.26%
5 Consumer Discretionary 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-2,660