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
176
$204K 0.13%
+2,522
177
$202K 0.13%
5,317
178
$200K 0.12%
12,754
-130
179
$199K 0.12%
2,520
+1
180
$198K 0.12%
3,266
181
$195K 0.12%
977
-99
182
$191K 0.12%
1,765
-74
183
– –
-3,551
184
– –
-1,194
185
– –
-3,153
186
– –
-18,000
187
– –
-342
188
– –
-9,640
189
– –
-4,300
4 5 6 7
8