TIA

Tiemann Investment Advisors Portfolio holdings

AUM $258M
1-Year Est. Return 21.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.08%
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 +$1.87M
2 +$582K
3 +$440K
4
AMLP icon
Alerian MLP ETF
AMLP
+$403K
5
ADM icon
Archer Daniels Midland
ADM
+$360K

Top Sells

1 +$307K
2 +$231K
3 +$211K
4
CMI icon
Cummins
CMI
+$162K
5
JPM icon
JPMorgan Chase
JPM
+$154K

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
201
$203K 0.1%
3,470
202
$201K 0.1%
+1,143
203
$200K 0.1%
+1,510
204
$200K 0.1%
+2,043
205
$196K 0.1%
1,027
-75
206
$194K 0.1%
3,266
207
-5,706
208
-2,315