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
$210M
AUM Growth
-$3.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$395K
3
+$306K
4
SDGR icon
Schrodinger
SDGR
+$251K
5
PAYX icon
Paychex
PAYX
+$208K

Top Sells

1
+$297K
2
+$228K
3
+$222K
4
CLX icon
Clorox
CLX
+$206K
5
SNY icon
Sanofi
SNY
+$203K

Sector Composition

1 Technology 21.37%
2 Financials 8.62%
3 Healthcare 7.46%
4 Consumer Discretionary 5.52%
5 Industrials 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.4M 8.75%
160,316
+10,967
2
$12.2M 5.79%
86,130
-1,351
3
$11.5M 5.48%
40,861
-409
4
$5.41M 2.57%
72,878
+5,320
5
$4.56M 2.17%
27,859
-255
6
$4.34M 2.07%
38,569
7
$3.9M 1.85%
77,373
-1,767
8
$3.42M 1.62%
117,989
-3,019
9
$3.16M 1.5%
11,585
-225
10
$3.16M 1.5%
62,310
+1,581
11
$3.13M 1.49%
23,420
12
$2.91M 1.38%
33,380
-250
13
$2.87M 1.36%
17,460
-760
14
$2.75M 1.31%
27,359
-1,176
15
$2.73M 1.3%
6,069
-126
16
$2.66M 1.26%
16,459
-449
17
$2.44M 1.16%
9,015
-165
18
$2.3M 1.09%
8,218
-95
19
$2.2M 1.04%
16,887
-661
20
$2.18M 1.04%
17,144
-100
21
$2.01M 0.96%
15,100
+320
22
$1.91M 0.91%
3,969
-473
23
$1.89M 0.9%
17,321
-1,599
24
$1.88M 0.89%
9,248
25
$1.8M 0.85%
16,650
-256
1
2 3 4 5