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
176
$251K 0.13%
1,475
-50
177
$250K 0.12%
1,586
-60
178
$245K 0.12%
2,215
179
$240K 0.12%
1,395
+10
180
$237K 0.12%
667
-50
181
$235K 0.12%
9,483
-500
182
$235K 0.12%
2,216
-75
183
$233K 0.12%
3,000
184
$233K 0.12%
10,689
-5,301
185
$233K 0.12%
1,177
+16
186
$232K 0.12%
6,509
187
$231K 0.12%
13,310
188
$230K 0.11%
855
-4
189
$229K 0.11%
996
-25
190
$229K 0.11%
7,033
-225
191
$227K 0.11%
12,064
-450
192
$225K 0.11%
1,168
-49
193
$224K 0.11%
14,010
194
$223K 0.11%
2,964
+35
195
$217K 0.11%
+1,085
196
$215K 0.11%
+650
197
$213K 0.11%
+1,266
198
$210K 0.1%
3,242
+32
199
$207K 0.1%
967
-10
200
$205K 0.1%
705