TIA

Tiemann Investment Advisors Portfolio holdings

AUM $261M
1-Year Est. Return 18.37%
This Quarter Est. Return
1 Year Est. Return
+18.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$261M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$802K
2
+$762K
3
+$628K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$514K
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$354K

Top Sells

1
+$1.01M
2
+$878K
3
+$822K
4
NVDA icon
NVIDIA
NVDA
+$245K
5
ISRG icon
Intuitive Surgical
ISRG
+$224K

Sector Composition

1 Technology 23.51%
2 Financials 8.19%
3 Consumer Discretionary 4.96%
4 Healthcare 4.81%
5 Communication Services 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JNJ icon
26
Johnson & Johnson
JNJ
$496B
$2.11M 0.81%
11,393
+45
IJT icon
27
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.45B
$2.03M 0.77%
14,311
+64
IJK icon
28
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.15B
$1.92M 0.73%
19,995
+87
IWB icon
29
iShares Russell 1000 ETF
IWB
$45.5B
$1.76M 0.67%
4,810
MDY icon
30
SPDR S&P MidCap 400 ETF Trust
MDY
$23.5B
$1.75M 0.67%
2,939
+6
IVE icon
31
iShares S&P 500 Value ETF
IVE
$47.5B
$1.72M 0.66%
8,327
+283
EEM icon
32
iShares MSCI Emerging Markets ETF
EEM
$20.6B
$1.65M 0.63%
30,925
-1,600
V icon
33
Visa
V
$640B
$1.64M 0.63%
4,809
-51
COF icon
34
Capital One
COF
$144B
$1.59M 0.61%
7,463
TSLA icon
35
Tesla
TSLA
$1.48T
$1.57M 0.6%
3,539
-176
EFA icon
36
iShares MSCI EAFE ETF
EFA
$68.9B
$1.57M 0.6%
16,845
+5,501
ALL icon
37
Allstate
ALL
$54.6B
$1.57M 0.6%
7,295
LOW icon
38
Lowe's Companies
LOW
$138B
$1.53M 0.59%
6,093
IVV icon
39
iShares Core S&P 500 ETF
IVV
$734B
$1.52M 0.58%
2,276
+92
IVW icon
40
iShares S&P 500 Growth ETF
IVW
$66.9B
$1.42M 0.54%
11,785
-39
LLY icon
41
Eli Lilly
LLY
$925B
$1.38M 0.53%
1,807
-35
NFLX icon
42
Netflix
NFLX
$439B
$1.38M 0.53%
11,470
-430
IWM icon
43
iShares Russell 2000 ETF
IWM
$72.3B
$1.34M 0.51%
5,555
+2,595
CAT icon
44
Caterpillar
CAT
$276B
$1.34M 0.51%
2,809
-65
ABT icon
45
Abbott
ABT
$218B
$1.3M 0.5%
9,698
-50
EWJ icon
46
iShares MSCI Japan ETF
EWJ
$15.7B
$1.3M 0.5%
16,157
-443
CSCO icon
47
Cisco
CSCO
$307B
$1.29M 0.49%
18,802
CEG icon
48
Constellation Energy
CEG
$114B
$1.27M 0.49%
3,856
-86
GS icon
49
Goldman Sachs
GS
$251B
$1.26M 0.48%
1,584
+24
T icon
50
AT&T
T
$180B
$1.25M 0.48%
44,319
+28,390
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