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
$112M
AUM Growth
-$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$444K
2
+$318K
3
+$303K
4
LIN icon
Linde
LIN
+$236K
5
FNV icon
Franco-Nevada
FNV
+$210K

Top Sells

1
+$471K
2
+$342K
3
+$279K
4
STI
SunTrust Banks, Inc.
STI
+$254K
5
PX
Praxair Inc
PX
+$252K

Sector Composition

1 Technology 16.71%
2 Healthcare 9.84%
3 Financials 8.78%
4 Industrials 5.92%
5 Consumer Discretionary 5.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.88M 4.37%
48,069
-944
2
$4.76M 4.26%
44,720
+87
3
$4.43M 3.96%
112,368
-4,232
4
$3.12M 2.79%
32,004
+61
5
$2.57M 2.3%
65,764
+318
6
$2.53M 2.26%
19,607
-216
7
$2.08M 1.86%
95,235
+9,162
8
$1.8M 1.61%
39,824
-1,300
9
$1.75M 1.56%
26,534
+278
10
$1.64M 1.47%
31,268
+7
11
$1.59M 1.42%
7,770
-530
12
$1.54M 1.38%
18,609
13
$1.52M 1.36%
16,465
+256
14
$1.52M 1.36%
22,190
+586
15
$1.51M 1.35%
30,137
+8,858
16
$1.5M 1.34%
24,510
17
$1.47M 1.32%
4,860
+20
18
$1.39M 1.25%
12,709
-215
19
$1.38M 1.23%
17,078
-124
20
$1.37M 1.22%
10,434
+15
21
$1.35M 1.21%
6,618
-86
22
$1.34M 1.2%
28,597
-908
23
$1.3M 1.16%
19,386
+1,430
24
$1.29M 1.16%
24,760
+500
25
$1.26M 1.13%
21,458
-80
1
2 3 4 5