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
201
$203K 0.1%
6,883
-150
202
$203K 0.1%
993
-125
203
$202K 0.1%
3,470
204
$201K 0.1%
2,200
-15
205
$201K 0.1%
600
206
$200K 0.1%
3,000
207
$193K 0.09%
1,510
208
$192K 0.09%
3,199
-67
209
$190K 0.09%
920
-40
210
– –
-1,144
211
– –
-2,044
212
– –
-3,860
213
– –
-1,085
214
– –
-1,405
215
– –
-4,300
5 6 7 8
9