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
$237M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1 +$1.07M
2 +$738K
3 +$645K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$537K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$490K

Top Sells

1 +$383K
2 +$259K
3 +$251K
4
HD icon
Home Depot
HD
+$224K
5
SNPS icon
Synopsys
SNPS
+$184K

Sector Composition

1 Technology 22.49%
2 Healthcare 7.91%
3 Financials 7.8%
4 Consumer Discretionary 5.69%
5 Industrials 5.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$200K 0.08%
+3,452
227
$197K 0.08%
1,510
228
$194K 0.08%
3,199
229
-4,590
230
-1,414