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
$201M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$580K
3
+$441K
4
AMLP icon
Alerian MLP ETF
AMLP
+$421K
5
ADM icon
Archer Daniels Midland
ADM
+$374K

Top Sells

1
+$307K
2
+$243K
3
+$211K
4
CMI icon
Cummins
CMI
+$168K
5
JPM icon
JPMorgan Chase
JPM
+$163K

Sector Composition

1 Technology 20.32%
2 Financials 8.45%
3 Healthcare 7.47%
4 Consumer Discretionary 6.11%
5 Industrials 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.9M 7.45%
131,259
+16,152
2
$11M 5.5%
90,384
-842
3
$9.95M 4.96%
42,183
+1,223
4
$4.75M 2.37%
65,938
+2,537
5
$4.35M 2.17%
28,549
-1,069
6
$4.27M 2.13%
60,819
-250
7
$4.22M 2.1%
79,042
-1,244
8
$3.54M 1.77%
122,564
-2,805
9
$3.05M 1.52%
60,127
-119
10
$3.03M 1.51%
11,865
+500
11
$2.92M 1.45%
18,840
-100
12
$2.91M 1.45%
17,731
-119
13
$2.86M 1.42%
28,362
-813
14
$2.42M 1.21%
23,460
-780
15
$2.4M 1.19%
34,155
-825
16
$2.32M 1.15%
18,071
-667
17
$2.2M 1.1%
6,245
-169
18
$2.2M 1.09%
4,612
-33
19
$2.13M 1.06%
19,651
-10
20
$2.12M 1.06%
8,613
-618
21
$2.06M 1.03%
17,944
22
$1.94M 0.97%
9,160
-30
23
$1.85M 0.92%
17,056
+1,237
24
$1.76M 0.88%
33,825
+1,245
25
$1.76M 0.88%
9,248
-100
1
2 3 4 5