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
$90.1M
AUM Growth
+$992K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$355K
2
+$241K
3
+$221K
4
CSX icon
CSX Corp
CSX
+$217K
5
BA icon
Boeing
BA
+$214K

Top Sells

1
+$476K
2
+$379K
3
+$303K
4
BWA icon
BorgWarner
BWA
+$302K
5
BEAM
BEAM INC COM STK (DE)
BEAM
+$267K

Sector Composition

1 Technology 15.67%
2 Healthcare 12.16%
3 Energy 9.43%
4 Financials 8.76%
5 Industrials 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.51M 3.89%
151,036
-5,596
2
$3.4M 3.77%
26,095
-1,915
3
$2.65M 2.93%
26,267
-585
4
$2.55M 2.82%
23,274
-732
5
$2.42M 2.68%
57,987
-2,128
6
$2.16M 2.4%
53,336
+2,000
7
$2.15M 2.38%
20,540
-315
8
$2.02M 2.24%
27,290
+26
9
$1.95M 2.16%
26,848
-224
10
$1.73M 1.92%
30,095
-675
11
$1.39M 1.54%
10,985
-175
12
$1.37M 1.52%
5,265
-230
13
$1.26M 1.4%
21,878
+400
14
$1.26M 1.4%
9,656
-415
15
$1.2M 1.33%
20,393
16
$1.16M 1.28%
10,022
-125
17
$1.11M 1.23%
41,474
+430
18
$1.07M 1.19%
37,082
-2,426
19
$1.03M 1.14%
18,184
-445
20
$1.01M 1.12%
14,811
-89
21
$1.01M 1.12%
5,819
+178
22
$976K 1.08%
22,585
+675
23
$975K 1.08%
8,465
-225
24
$974K 1.08%
16,130
+584
25
$910K 1.01%
29,443
-1,198
1
2 3 4 5