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
$118M
AUM Growth
+$6.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$284K
2
+$273K
3
+$221K
4
FIS icon
Fidelity National Information Services
FIS
+$217K
5
SNPS icon
Synopsys
SNPS
+$214K

Top Sells

1
+$265K
2
+$79.1K
3
+$75.8K
4
HPE icon
Hewlett Packard
HPE
+$56.9K
5
CMI icon
Cummins
CMI
+$49.9K

Sector Composition

1 Technology 15.79%
2 Financials 9.89%
3 Healthcare 9.67%
4 Industrials 6.94%
5 Consumer Discretionary 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.72M 3.99%
43,046
+2,490
2
$4.7M 3.97%
121,984
-2,052
3
$3.76M 3.18%
50,420
-158
4
$3M 2.54%
31,389
-50
5
$2.73M 2.31%
60,954
+1,827
6
$2.49M 2.11%
19,176
+40
7
$2.17M 1.84%
86,213
-735
8
$2.06M 1.75%
42,715
-775
9
$1.99M 1.68%
26,858
+404
10
$1.83M 1.55%
19,888
-200
11
$1.8M 1.53%
23,374
+351
12
$1.74M 1.47%
21,232
-192
13
$1.73M 1.46%
9,440
-25
14
$1.66M 1.4%
15,825
15
$1.63M 1.38%
4,994
-50
16
$1.6M 1.35%
14,085
17
$1.55M 1.31%
22,660
-530
18
$1.52M 1.29%
27,503
-77
19
$1.52M 1.28%
17,056
20
$1.44M 1.22%
26,134
+452
21
$1.42M 1.2%
17,290
+120
22
$1.42M 1.2%
19,410
+121
23
$1.37M 1.16%
46,331
+131
24
$1.34M 1.14%
11,082
+780
25
$1.32M 1.12%
11,085
-90
1
2 3 4 5