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
$107M
AUM Growth
+$5.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$616K
2
+$592K
3
+$367K
4
PAAS icon
Pan American Silver
PAAS
+$296K
5
SO icon
Southern Company
SO
+$235K

Top Sells

1
+$234K
2
+$201K
3
+$198K
4
PII icon
Polaris
PII
+$147K
5
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$118K

Sector Composition

1 Technology 12.79%
2 Healthcare 11.25%
3 Financials 8.32%
4 Industrials 6.65%
5 Consumer Staples 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.29M 4.01%
38,051
+961
2
$3.12M 2.93%
130,664
-4,856
3
$2.92M 2.73%
56,982
-747
4
$2.53M 2.37%
20,887
-90
5
$2.33M 2.18%
34,598
+3,318
6
$2.23M 2.08%
23,733
-21
7
$2.19M 2.05%
35,277
-611
8
$2.09M 1.96%
60,828
+1,706
9
$2.08M 1.95%
25,017
+252
10
$2.01M 1.89%
49,203
-1,775
11
$1.75M 1.64%
29,958
-216
12
$1.59M 1.49%
48,865
+474
13
$1.59M 1.49%
5,838
+170
14
$1.52M 1.42%
23,560
+1
15
$1.51M 1.41%
10,430
-375
16
$1.48M 1.39%
21,202
17
$1.44M 1.35%
25,877
-1,672
18
$1.39M 1.3%
68,520
+5,707
19
$1.35M 1.26%
21,016
-382
20
$1.34M 1.26%
16,400
-1,800
21
$1.34M 1.26%
61,885
+16,950
22
$1.23M 1.15%
22,164
+1,428
23
$1.11M 1.04%
11,325
-75
24
$1.09M 1.02%
17,030
+686
25
$1.07M 1.01%
6,844
-99
1
2 3 4 5