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
176
$242K 0.12%
4,366
+3
177
$241K 0.11%
850
-50
178
$238K 0.11%
13,710
179
$236K 0.11%
6,475
-300
180
$234K 0.11%
10,410
181
$232K 0.11%
1,057
-120
182
$231K 0.11%
2,273
-800
183
$228K 0.11%
13,310
184
$227K 0.11%
1,310
-85
185
$227K 0.11%
1,310
-65
186
$226K 0.11%
7,838
187
$225K 0.11%
11,630
-170
188
$224K 0.11%
1,975
-220
189
$223K 0.11%
642
-25
190
$221K 0.11%
1,131
-13
191
$218K 0.1%
1,043
+1
192
$218K 0.1%
2,900
193
$217K 0.1%
1,378
194
$217K 0.1%
6,109
-150
195
$212K 0.1%
1,267
+1
196
$211K 0.1%
705
197
$211K 0.1%
8,483
-1,000
198
$211K 0.1%
2,687
-598
199
$208K 0.1%
+1,850
200
$205K 0.1%
855
5 6 7
8
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