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
$115M
AUM Growth
-$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$665K
2
+$364K
3
+$306K
4
DLR icon
Digital Realty Trust
DLR
+$254K
5
GILD icon
Gilead Sciences
GILD
+$246K

Top Sells

1
+$842K
2
+$463K
3
+$363K
4
NLY icon
Annaly Capital Management
NLY
+$312K
5
MFA
MFA Financial
MFA
+$307K

Sector Composition

1 Technology 19.28%
2 Healthcare 8.74%
3 Financials 7.86%
4 Consumer Staples 5.07%
5 Industrials 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.54M 7.41%
73,986
+5,761
2
$6.74M 5.86%
42,761
-453
3
$6.18M 5.36%
97,168
-7,284
4
$2.83M 2.46%
31,489
-1,151
5
$2.69M 2.34%
54,134
-16,942
6
$2.65M 2.3%
77,630
+295
7
$2.31M 2.01%
17,631
-81
8
$2.21M 1.92%
112,265
+5,228
9
$1.93M 1.68%
10,563
+342
10
$1.74M 1.51%
17,820
+120
11
$1.69M 1.47%
35,060
-1,425
12
$1.67M 1.45%
5,861
-160
13
$1.67M 1.45%
18,159
-575
14
$1.64M 1.42%
29,852
+15
15
$1.45M 1.26%
9,456
-825
16
$1.44M 1.25%
28,744
+214
17
$1.38M 1.2%
11,684
18
$1.37M 1.19%
23,640
-1,280
19
$1.36M 1.18%
25,078
-545
20
$1.31M 1.14%
19,012
+730
21
$1.28M 1.11%
25,665
+7,291
22
$1.27M 1.1%
8,815
+75
23
$1.25M 1.09%
4,766
+85
24
$1.24M 1.07%
10,002
-200
25
$1.23M 1.07%
24,910
+425
1
2 3 4 5