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
$89.1M
AUM Growth
+$4.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$510K
2
+$323K
3
+$225K
4
GSK icon
GSK
GSK
+$221K
5
ADBE icon
Adobe
ADBE
+$218K

Top Sells

1
+$145K
2
+$104K
3
+$92.2K
4
LUMN icon
Lumen
LUMN
+$79.2K
5
GLD icon
SPDR Gold Trust
GLD
+$61.8K

Sector Composition

1 Technology 15.03%
2 Healthcare 11.32%
3 Financials 9.25%
4 Industrials 9.01%
5 Energy 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.91M 4.39%
28,010
2
$3M 3.37%
156,632
+11,060
3
$2.62M 2.94%
26,852
-114
4
$2.59M 2.91%
24,006
+924
5
$2.46M 2.76%
60,115
+925
6
$2.1M 2.36%
51,336
+2,022
7
$2.05M 2.3%
20,855
+175
8
$1.99M 2.23%
27,072
+239
9
$1.87M 2.1%
30,770
+800
10
$1.8M 2.02%
27,264
-100
11
$1.4M 1.56%
11,160
+150
12
$1.38M 1.54%
5,495
+225
13
$1.22M 1.37%
21,478
+260
14
$1.2M 1.34%
10,071
-775
15
$1.15M 1.29%
20,393
16
$1.14M 1.28%
10,147
-75
17
$1.1M 1.23%
39,508
+2,169
18
$1.09M 1.22%
41,044
+1,712
19
$1.04M 1.16%
5,641
-323
20
$1.01M 1.14%
9,381
-400
21
$1M 1.12%
14,900
+2,003
22
$970K 1.09%
8,690
+220
23
$958K 1.07%
18,629
24
$925K 1.04%
15,546
+110
25
$919K 1.03%
16,848
+8
1
2 3 4 5