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
$188M
AUM Growth
+$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$950K
3
+$733K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$665K
5
AMGN icon
Amgen
AMGN
+$479K

Top Sells

1
+$1.48M
2
+$525K
3
+$432K
4
C icon
Citigroup
C
+$327K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$252K

Sector Composition

1 Technology 21.25%
2 Financials 7.88%
3 Healthcare 7.67%
4 Consumer Discretionary 5.79%
5 Industrials 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.66M 0.88%
24,503
-249
27
$1.62M 0.86%
14,802
+1,794
28
$1.5M 0.8%
9,348
29
$1.5M 0.8%
32,580
+900
30
$1.49M 0.79%
9,412
+141
31
$1.48M 0.78%
17,102
-606
32
$1.45M 0.77%
11,354
+400
33
$1.39M 0.74%
20,112
-70
34
$1.36M 0.72%
22,586
+18
35
$1.34M 0.71%
18,374
-15
36
$1.3M 0.69%
19,020
+13,870
37
$1.3M 0.69%
17,940
-420
38
$1.29M 0.69%
9,377
39
$1.26M 0.67%
5,355
+555
40
$1.25M 0.66%
14,260
-280
41
$1.24M 0.66%
24,969
+1,356
42
$1.2M 0.64%
6,583
43
$1.14M 0.61%
5,370
44
$1.07M 0.57%
4,031
-140
45
$1.06M 0.56%
81,320
-13,400
46
$1.06M 0.56%
4,841
+650
47
$1.04M 0.55%
7,109
+31
48
$1.04M 0.55%
2,963
+225
49
$978K 0.52%
4,119
+25
50
$940K 0.5%
5,188
-55
1
2
3 4 5