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
$216M
AUM Growth
-$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1 +$718K
2 +$708K
3 +$315K
4
TSLA icon
Tesla
TSLA
+$297K
5
NET icon
Cloudflare
NET
+$278K

Top Sells

1 +$1.48M
2 +$422K
3 +$347K
4
FBIN icon
Fortune Brands Innovations
FBIN
+$309K
5
MSFT icon
Microsoft
MSFT
+$305K

Sector Composition

1 Technology 21.62%
2 Financials 7.97%
3 Healthcare 7.91%
4 Consumer Discretionary 5.35%
5 Industrials 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-1,100
227
-1,310
228
-445
229
-888
230
-1,182
231
-2,522
232
-440
233
-6,896