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
$102M
AUM Growth
-$6.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$485K
2
+$358K
3
+$295K
4
PNC icon
PNC Financial Services
PNC
+$218K
5
MFA
MFA Financial
MFA
+$210K

Top Sells

1
+$336K
2
+$308K
3
+$291K
4
MSFT icon
Microsoft
MSFT
+$291K
5
JCI icon
Johnson Controls International
JCI
+$280K

Sector Composition

1 Technology 13.66%
2 Financials 10.24%
3 Healthcare 9.77%
4 Industrials 6.59%
5 Consumer Staples 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.01M 3.92%
37,159
-620
2
$3.42M 3.35%
118,280
-8,844
3
$3.17M 3.1%
51,057
-4,677
4
$2.74M 2.68%
31,788
-3,890
5
$2.28M 2.23%
19,809
-1,049
6
$2.03M 1.98%
24,520
-498
7
$2.02M 1.97%
22,369
-1,087
8
$1.89M 1.84%
26,922
-3,070
9
$1.85M 1.81%
52,947
-8,791
10
$1.84M 1.8%
87,908
+14,040
11
$1.75M 1.71%
45,503
-2,800
12
$1.73M 1.69%
30,986
13
$1.64M 1.6%
5,443
-220
14
$1.59M 1.55%
9,740
-740
15
$1.55M 1.52%
22,529
+159
16
$1.5M 1.46%
20,202
-1,150
17
$1.47M 1.43%
45,715
-2,835
18
$1.36M 1.33%
23,572
-1,190
19
$1.32M 1.29%
16,075
-270
20
$1.32M 1.29%
17,548
-3,388
21
$1.23M 1.2%
22,654
+332
22
$1.17M 1.14%
16,086
-918
23
$1.1M 1.08%
9,768
+4,290
24
$1.07M 1.05%
6,695
-99
25
$1.07M 1.05%
17,104
-100
1
2 3 4 5