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
$131M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$703K
2
+$449K
3
+$345K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$340K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$337K

Top Sells

1
+$201K
2
+$200K
3
+$119K
4
RTX icon
RTX Corp
RTX
+$117K
5
EL icon
Estee Lauder
EL
+$82.6K

Sector Composition

1 Technology 17.61%
2 Financials 8.89%
3 Healthcare 8.85%
4 Industrials 6.07%
5 Consumer Discretionary 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.38M 1.05%
17,055
-970
27
$1.38M 1.05%
21,193
-265
28
$1.37M 1.05%
25,099
+3,025
29
$1.37M 1.04%
8,665
+300
30
$1.33M 1.01%
16,465
31
$1.22M 0.93%
10,277
-400
32
$1.21M 0.92%
4,169
+50
33
$1.18M 0.9%
21,815
+800
34
$1.12M 0.85%
27,026
35
$1.12M 0.85%
13,973
36
$1.1M 0.84%
10,075
-25
37
$1.09M 0.83%
19,916
+1,344
38
$1.08M 0.83%
7,655
+75
39
$1.07M 0.82%
2,814
+4
40
$1.01M 0.77%
30,612
+4,875
41
$993K 0.76%
7,330
42
$990K 0.75%
12,481
-26
43
$977K 0.74%
12,668
+700
44
$975K 0.74%
11,545
-470
45
$927K 0.71%
7,600
+1,000
46
$920K 0.7%
38,822
+180
47
$892K 0.68%
4,646
+50
48
$890K 0.68%
5,655
49
$854K 0.65%
14,444
+1,850
50
$845K 0.64%
4,864
-11
1
2
3 4 5