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
$132M
AUM Growth
+$6.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$582K
2
+$290K
3
+$245K
4
LLY icon
Eli Lilly
LLY
+$231K
5
BIIB icon
Biogen
BIIB
+$222K

Top Sells

1
+$493K
2
+$218K
3
+$210K
4
FBIN icon
Fortune Brands Innovations
FBIN
+$208K
5
MTD icon
Mettler-Toledo International
MTD
+$200K

Sector Composition

1 Technology 18.2%
2 Financials 9.39%
3 Healthcare 9.31%
4 Industrials 6.54%
5 Consumer Discretionary 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.58M 5%
116,600
-8,728
2
$5.61M 4.26%
49,013
-728
3
$4.71M 3.58%
44,633
-1,046
4
$3.6M 2.74%
31,943
-293
5
$2.81M 2.13%
65,446
+1,675
6
$2.74M 2.08%
19,823
-127
7
$2.19M 1.67%
26,256
+106
8
$2.14M 1.63%
86,073
+415
9
$2.12M 1.61%
41,124
-1,825
10
$1.94M 1.47%
19,340
-860
11
$1.84M 1.4%
18,609
12
$1.78M 1.35%
4,840
+142
13
$1.78M 1.35%
8,300
-95
14
$1.74M 1.32%
17,202
+68
15
$1.66M 1.26%
31,261
-375
16
$1.65M 1.26%
19,425
+2
17
$1.58M 1.2%
10,419
-60
18
$1.58M 1.2%
17,956
+609
19
$1.57M 1.2%
6,704
-180
20
$1.57M 1.2%
21,604
-401
21
$1.53M 1.16%
16,209
+3
22
$1.5M 1.14%
17,966
-8
23
$1.46M 1.11%
21,538
-905
24
$1.46M 1.11%
24,260
+20
25
$1.43M 1.09%
12,924
-500
1
2 3 4 5