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
$146M
AUM Growth
+$8.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$673K
3
+$293K
4
NFLX icon
Netflix
NFLX
+$239K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$229K

Top Sells

1
+$362K
2
+$257K
3
+$250K
4
KMX icon
CarMax
KMX
+$244K
5
ALB icon
Albemarle
ALB
+$213K

Sector Composition

1 Technology 17.68%
2 Financials 9.51%
3 Healthcare 7.65%
4 Industrials 5.55%
5 Consumer Discretionary 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.39M 0.95%
19,968
-460
27
$1.36M 0.93%
11,684
-675
28
$1.32M 0.9%
14,882
-250
29
$1.31M 0.89%
10,202
-75
30
$1.26M 0.86%
21,422
-97
31
$1.25M 0.85%
4,144
-40
32
$1.2M 0.82%
18,374
+1,260
33
$1.19M 0.81%
9,993
+4
34
$1.18M 0.8%
39,880
-625
35
$1.17M 0.8%
13,423
-300
36
$1.15M 0.79%
33,727
-775
37
$1.12M 0.77%
11,040
38
$1.09M 0.75%
9,130
-125
39
$1.09M 0.75%
18,344
-1,888
40
$1.09M 0.74%
7,665
+35
41
$1.09M 0.74%
7,600
42
$1.08M 0.74%
20,612
-3,428
43
$1.08M 0.74%
12,843
+204
44
$1.01M 0.69%
11,599
-331
45
$994K 0.68%
5,570
-85
46
$966K 0.66%
6,543
-282
47
$950K 0.65%
19,815
+175
48
$902K 0.62%
12,926
-2,110
49
$877K 0.6%
4,016
-40
50
$862K 0.59%
14,044
+50
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2
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