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
$84.5M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$4.08M
2
+$2.92M
3
+$2.73M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.46M
5
MSFT icon
Microsoft
MSFT
+$2.21M

Top Sells

No sells this quarter

Sector Composition

1 Technology 13.89%
2 Healthcare 10.43%
3 Industrials 9.54%
4 Energy 9.35%
5 Financials 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$865K 1.02%
+12,897
27
$803K 0.95%
+30,941
28
$761K 0.9%
+5,662
29
$713K 0.84%
+8,840
30
$712K 0.84%
+7,840
31
$706K 0.84%
+12,142
32
$701K 0.83%
+9,923
33
$701K 0.83%
+5,980
34
$698K 0.83%
+10,238
35
$690K 0.82%
+15,195
36
$689K 0.82%
+11,265
37
$684K 0.81%
+17,849
38
$650K 0.77%
+13,619
39
$647K 0.77%
+12,168
40
$646K 0.76%
+15,633
41
$639K 0.76%
+5,822
42
$631K 0.75%
+52,904
43
$624K 0.74%
+12,510
44
$614K 0.73%
+12,503
45
$606K 0.72%
+6,130
46
$605K 0.72%
+7,426
47
$594K 0.7%
+26,554
48
$566K 0.67%
+4,875
49
$565K 0.67%
+11,640
50
$561K 0.66%
+23,625
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