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
$124M
AUM Growth
-$1.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$304K
2
+$286K
3
+$263K
4
TDTF icon
FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF
+$253K
5
HPE icon
Hewlett Packard
HPE
+$235K

Top Sells

1
+$382K
2
+$376K
3
+$248K
4
BIIB icon
Biogen
BIIB
+$203K
5
DHI icon
D.R. Horton
DHI
+$203K

Sector Composition

1 Technology 17.1%
2 Financials 9.63%
3 Healthcare 8.83%
4 Industrials 6.85%
5 Consumer Discretionary 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.34M 1.08%
10,224
-60
27
$1.31M 1.06%
26,161
28
$1.3M 1.05%
6,898
+201
29
$1.28M 1.03%
21,028
+900
30
$1.26M 1.02%
46,966
+986
31
$1.23M 0.99%
23,680
+800
32
$1.17M 0.94%
25,556
-200
33
$1.05M 0.84%
19,208
+160
34
$1.04M 0.84%
7,055
-125
35
$1.01M 0.81%
5,484
+528
36
$1M 0.8%
4,154
+4
37
$976K 0.79%
8,390
-750
38
$953K 0.77%
50,150
-1,600
39
$931K 0.75%
21,697
-375
40
$930K 0.75%
7,580
41
$918K 0.74%
2,800
+25
42
$913K 0.73%
5,121
+470
43
$911K 0.73%
6,210
+64
44
$882K 0.71%
10,055
+100
45
$876K 0.71%
14,619
+420
46
$855K 0.69%
5,820
47
$848K 0.68%
11,012
+236
48
$783K 0.63%
3,545
+100
49
$759K 0.61%
21,836
+1,788
50
$756K 0.61%
6,631
-855
1
2
3 4 5