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
$93M
AUM Growth
+$3.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$588K
2
+$275K
3
+$245K
4
WHR icon
Whirlpool
WHR
+$230K
5
GAS
AGL Resources Inc
GAS
+$218K

Top Sells

1
+$334K
2
+$275K
3
+$252K
4
NOV icon
NOV
NOV
+$243K
5
DD icon
DuPont de Nemours
DD
+$230K

Sector Composition

1 Technology 16.03%
2 Healthcare 11.73%
3 Financials 9.76%
4 Consumer Discretionary 8.35%
5 Industrials 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.91M 4.21%
141,852
-7,376
2
$3.61M 3.88%
23,860
-2,210
3
$3.25M 3.49%
29,519
+5,340
4
$2.71M 2.91%
58,227
+302
5
$2.39M 2.57%
25,828
-343
6
$2.37M 2.55%
52,761
+125
7
$2.14M 2.3%
20,490
-200
8
$2.04M 2.2%
26,833
-34
9
$1.88M 2.02%
30,095
10
$1.88M 2.02%
25,921
-755
11
$1.64M 1.77%
10,945
12
$1.51M 1.62%
5,715
+100
13
$1.43M 1.54%
20,393
14
$1.37M 1.47%
23,158
+680
15
$1.19M 1.28%
8,426
-114
16
$1.19M 1.28%
18,229
-130
17
$1.19M 1.27%
30,153
+6,240
18
$1.09M 1.17%
9,722
-300
19
$1.07M 1.15%
29,453
+5
20
$1.05M 1.13%
41,494
+77
21
$1.04M 1.12%
9,276
-180
22
$1.03M 1.1%
16,776
+436
23
$968K 1.04%
11,040
-75
24
$946K 1.02%
14,802
+1,700
25
$944K 1.01%
17,258
+296
1
2 3 4 5