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
$138M
AUM Growth
+$6.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Sells

1 +$357K
2 +$251K
3 +$215K
4
SYK icon
Stryker
SYK
+$209K
5
EWH icon
iShares MSCI Hong Kong ETF
EWH
+$206K

Sector Composition

1 Technology 17.04%
2 Financials 9.4%
3 Healthcare 7.89%
4 Industrials 5.81%
5 Consumer Discretionary 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.32M 0.96%
8,715
+50
27
$1.3M 0.94%
16,968
-87
28
$1.29M 0.93%
26,883
-1,569
29
$1.28M 0.93%
10,277
30
$1.22M 0.88%
4,169
31
$1.19M 0.86%
21,716
-837
32
$1.17M 0.85%
16,065
-400
33
$1.16M 0.84%
20,472
+556
34
$1.15M 0.84%
13,723
-250
35
$1.14M 0.83%
20,890
-925
36
$1.11M 0.81%
34,402
+3,790
37
$1.1M 0.8%
+9,914
38
$1.06M 0.77%
7,780
+125
39
$1.05M 0.76%
24,240
-2,786
40
$1.05M 0.76%
11,520
-25
41
$1.01M 0.73%
7,600
42
$1M 0.73%
39,499
+677
43
$999K 0.72%
2,745
-69
44
$998K 0.72%
12,749
+81
45
$990K 0.72%
12,376
-105
46
$986K 0.72%
9,775
-300
47
$985K 0.71%
7,230
-100
48
$966K 0.7%
4,646
49
$921K 0.67%
5,655
50
$913K 0.66%
14,866
+3,687