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
$109M
AUM Growth
+$2.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$239K
2
+$230K
3
+$223K
4
GLW icon
Corning
GLW
+$218K
5
AMAT icon
Applied Materials
AMAT
+$208K

Top Sells

1
+$269K
2
+$234K
3
+$221K
4
AAPL icon
Apple
AAPL
+$100K
5
FFC
Flaherty & Crumrine Preferred and Income Securities Fund
FFC
+$92.3K

Sector Composition

1 Technology 13.72%
2 Healthcare 10.85%
3 Financials 8.84%
4 Industrials 6.55%
5 Consumer Staples 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.25M 3.89%
37,779
-272
2
$3.59M 3.29%
127,124
-3,540
3
$3.21M 2.94%
55,734
-1,248
4
$2.46M 2.26%
20,858
-29
5
$2.38M 2.18%
35,678
+401
6
$2.31M 2.12%
61,738
+910
7
$2.05M 1.87%
23,456
-277
8
$2.02M 1.85%
25,018
+1
9
$2.01M 1.84%
30,986
-3,612
10
$1.9M 1.74%
48,303
-900
11
$1.87M 1.71%
29,992
+34
12
$1.6M 1.46%
73,868
+5,348
13
$1.6M 1.46%
5,663
-175
14
$1.51M 1.39%
10,480
+50
15
$1.49M 1.36%
48,550
-315
16
$1.48M 1.35%
21,352
+150
17
$1.46M 1.34%
24,762
-1,115
18
$1.44M 1.31%
20,936
-80
19
$1.43M 1.31%
22,370
-1,190
20
$1.27M 1.16%
16,345
-55
21
$1.24M 1.14%
22,322
+158
22
$1.2M 1.09%
57,450
-4,435
23
$1.13M 1.04%
17,004
-26
24
$1.08M 0.99%
17,204
+200
25
$1.07M 0.98%
28,431
-1,224
1
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