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
$125M
AUM Growth
+$633K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$249K
2
+$235K
3
+$225K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$220K
5
PTR
PETROCHINA COMPANY LIMITED ADS (REP 100 H SHARES)
PTR
+$216K

Top Sells

1
+$224K
2
+$164K
3
+$131K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$127K
5
VZ icon
Verizon
VZ
+$95.5K

Sector Composition

1 Technology 17.64%
2 Financials 9.38%
3 Healthcare 8.39%
4 Industrials 6.36%
5 Consumer Discretionary 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.37M 1.1%
24,240
+560
27
$1.36M 1.09%
17,347
-1,111
28
$1.32M 1.06%
22,005
-123
29
$1.31M 1.05%
25,232
-929
30
$1.23M 0.98%
21,196
+168
31
$1.16M 0.93%
25,556
32
$1.14M 0.92%
8,390
33
$1.08M 0.86%
19,220
+12
34
$1.07M 0.86%
44,277
-2,689
35
$993K 0.8%
4,154
36
$973K 0.78%
2,900
+100
37
$958K 0.77%
10,025
-30
38
$957K 0.77%
7,055
39
$934K 0.75%
21,697
40
$931K 0.75%
4,771
-350
41
$929K 0.74%
11,133
+121
42
$922K 0.74%
48,750
-1,400
43
$892K 0.71%
5,425
-59
44
$885K 0.71%
5,820
45
$862K 0.69%
7,580
46
$861K 0.69%
14,123
-496
47
$848K 0.68%
3,455
-50
48
$832K 0.67%
6,581
-50
49
$827K 0.66%
6,191
-19
50
$805K 0.64%
23,137
+1,301
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