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
$111M
AUM Growth
+$3.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Sells

1 +$371K
2 +$353K
3 +$331K
4
YHOO
Yahoo Inc
YHOO
+$245K
5
COP icon
ConocoPhillips
COP
+$225K

Sector Composition

1 Technology 15.36%
2 Financials 9.9%
3 Healthcare 9.74%
4 Industrials 6.78%
5 Consumer Discretionary 5.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$4.47M 4.01%
124,036
+5,808
2
$4.44M 3.98%
40,556
+2,559
3
$3.49M 3.13%
50,578
-57
4
$2.87M 2.58%
31,439
+1
5
$2.53M 2.27%
19,136
-24
6
$2.45M 2.2%
59,127
+1,030
7
$2.18M 1.96%
43,490
-1,338
8
$2.07M 1.85%
86,948
-1,650
9
$1.85M 1.66%
26,454
-10
10
$1.8M 1.62%
23,023
+2
11
$1.78M 1.59%
20,088
-114
12
$1.73M 1.55%
21,424
-31
13
$1.6M 1.44%
9,465
+75
14
$1.6M 1.44%
5,044
-229
15
$1.6M 1.43%
14,085
+572
16
$1.51M 1.36%
23,190
+40
17
$1.48M 1.33%
19,289
+40
18
$1.48M 1.32%
27,580
19
$1.46M 1.31%
15,825
20
$1.41M 1.26%
25,682
+1,006
21
$1.34M 1.2%
17,170
-150
22
$1.32M 1.18%
46,200
+474
23
$1.31M 1.17%
11,175
-75
24
$1.24M 1.11%
10,302
+1,830
25
$1.24M 1.11%
17,056
+202