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
$244M
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$2.02M
3
+$1.59M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.38M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.08M

Top Sells

1
+$1.68M
2
+$1.14M
3
+$246K
4
AMPH icon
Amphastar Pharmaceuticals
AMPH
+$202K
5
NVDA icon
NVIDIA
NVDA
+$193K

Sector Composition

1 Technology 22.35%
2 Financials 8.32%
3 Healthcare 4.91%
4 Consumer Discretionary 4.64%
5 Industrials 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AVGO icon
26
Broadcom
AVGO
$1.65T
$1.85M 0.76%
6,715
-35
IJK icon
27
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.12B
$1.81M 0.74%
19,908
+535
JNJ icon
28
Johnson & Johnson
JNJ
$465B
$1.73M 0.71%
11,348
-165
V icon
29
Visa
V
$664B
$1.73M 0.71%
4,860
+51
BSV icon
30
Vanguard Short-Term Bond ETF
BSV
$39B
$1.67M 0.69%
21,260
+13,660
MDY icon
31
SPDR S&P MidCap 400 ETF Trust
MDY
$23.7B
$1.66M 0.68%
2,933
-175
IWB icon
32
iShares Russell 1000 ETF
IWB
$44.7B
$1.63M 0.67%
4,810
NFLX icon
33
Netflix
NFLX
$510B
$1.59M 0.65%
1,190
-30
COF icon
34
Capital One
COF
$135B
$1.59M 0.65%
+7,463
IVE icon
35
iShares S&P 500 Value ETF
IVE
$41.7B
$1.57M 0.64%
8,044
+267
EEM icon
36
iShares MSCI Emerging Markets ETF
EEM
$20.6B
$1.57M 0.64%
32,525
-1,040
ALL icon
37
Allstate
ALL
$51.6B
$1.47M 0.6%
7,295
-300
LLY icon
38
Eli Lilly
LLY
$720B
$1.44M 0.59%
1,842
IVV icon
39
iShares Core S&P 500 ETF
IVV
$660B
$1.36M 0.56%
2,184
+30
LOW icon
40
Lowe's Companies
LOW
$137B
$1.35M 0.55%
6,093
+100
ABT icon
41
Abbott
ABT
$224B
$1.33M 0.54%
9,748
+50
CSCO icon
42
Cisco
CSCO
$277B
$1.3M 0.53%
18,802
+325
IVW icon
43
iShares S&P 500 Growth ETF
IVW
$65.8B
$1.3M 0.53%
11,824
-557
CEG icon
44
Constellation Energy
CEG
$121B
$1.27M 0.52%
3,942
-15
EWJ icon
45
iShares MSCI Japan ETF
EWJ
$15.9B
$1.24M 0.51%
16,600
-725
ISRG icon
46
Intuitive Surgical
ISRG
$160B
$1.24M 0.51%
2,288
-5
MCHP icon
47
Microchip Technology
MCHP
$35.2B
$1.23M 0.5%
17,428
TSLA icon
48
Tesla
TSLA
$1.46T
$1.18M 0.48%
3,715
ESS icon
49
Essex Property Trust
ESS
$16.7B
$1.14M 0.47%
4,035
-34
WMT icon
50
Walmart
WMT
$859B
$1.13M 0.46%
11,564
+126
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