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
$138M
AUM Growth
-$253K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$381K
3
+$249K
4
ZTS icon
Zoetis
ZTS
+$216K
5
KSU
Kansas City Southern
KSU
+$216K

Top Sells

1
+$401K
2
+$306K
3
+$293K
4
AAPL icon
Apple
AAPL
+$246K
5
VLO icon
Valero Energy
VLO
+$244K

Sector Composition

1 Technology 16.99%
2 Financials 9.31%
3 Healthcare 7.25%
4 Industrials 5.49%
5 Consumer Discretionary 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.04M 5.12%
62,234
+9,535
2
$6.33M 4.6%
45,512
-1,305
3
$5.98M 4.34%
106,732
-4,392
4
$3.87M 2.81%
32,890
+551
5
$3.08M 2.24%
75,464
+720
6
$2.53M 1.84%
105,387
+3,858
7
$2.51M 1.83%
49,858
+7,549
8
$2.32M 1.69%
17,956
-914
9
$2.26M 1.64%
10,871
-319
10
$2.21M 1.6%
29,362
+236
11
$2.07M 1.51%
37,635
-600
12
$2.03M 1.47%
18,659
+50
13
$1.89M 1.37%
10,299
-30
14
$1.85M 1.34%
6,421
-88
15
$1.82M 1.32%
24,510
16
$1.81M 1.32%
31,241
+4
17
$1.68M 1.22%
18,798
+246
18
$1.65M 1.2%
4,690
19
$1.56M 1.13%
25,540
-80
20
$1.53M 1.11%
17,830
-119
21
$1.51M 1.1%
18,854
-160
22
$1.5M 1.09%
17,220
-780
23
$1.44M 1.05%
25,363
+125
24
$1.44M 1.04%
12,359
-25
25
$1.38M 1%
26,739
-144
1
2 3 4 5