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
$147M
AUM Growth
+$31.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$3.36M
2
+$1.02M
3
+$936K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$504K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$463K

Top Sells

1
+$325K
2
+$315K
3
+$241K
4
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$224K
5
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$203K

Sector Composition

1 Technology 21.88%
2 Healthcare 7.86%
3 Financials 6.92%
4 Consumer Discretionary 5.61%
5 Industrials 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.37M 0.93%
24,922
+12
27
$1.36M 0.93%
23,578
+32
28
$1.35M 0.92%
10,954
-730
29
$1.31M 0.89%
7,810
+450
30
$1.26M 0.86%
9,348
+233
31
$1.26M 0.86%
9,377
-625
32
$1.22M 0.84%
18,420
-404
33
$1.21M 0.83%
13,283
-175
34
$1.17M 0.8%
19,164
-386
35
$1.09M 0.75%
30,700
+14,175
36
$1.06M 0.73%
20,182
37
$1.04M 0.71%
18,504
-272
38
$1.03M 0.7%
4,121
+180
39
$943K 0.64%
4,114
-30
40
$943K 0.64%
41,288
+1,143
41
$936K 0.64%
7,640
-60
42
$928K 0.63%
19,897
+600
43
$922K 0.63%
5,370
-144
44
$917K 0.63%
12,980
+3,300
45
$913K 0.62%
96,120
-5,200
46
$888K 0.61%
9,595
-650
47
$820K 0.56%
6,483
+95
48
$816K 0.56%
14,796
+257
49
$811K 0.55%
4,196
+300
50
$798K 0.54%
15,392
+1,748
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2
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