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
$214M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$602K
3
+$467K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$258K
5
EMNT icon
PIMCO Enhanced Short Maturity Active ESG ETF
EMNT
+$252K

Top Sells

1
+$2.35M
2
+$815K
3
+$398K
4
MSFT icon
Microsoft
MSFT
+$247K
5
GILD icon
Gilead Sciences
GILD
+$210K

Sector Composition

1 Technology 20.53%
2 Financials 8.45%
3 Healthcare 7.58%
4 Consumer Discretionary 5.94%
5 Industrials 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.81M 0.85%
33,610
-215
27
$1.79M 0.84%
9,248
28
$1.79M 0.84%
29,607
29
$1.73M 0.81%
10,445
-77
30
$1.66M 0.78%
18,134
-1,007
31
$1.62M 0.76%
57,856
+21,502
32
$1.62M 0.76%
23,949
-69
33
$1.6M 0.75%
13,823
-409
34
$1.59M 0.74%
59,988
+17,633
35
$1.54M 0.72%
77,200
-560
36
$1.49M 0.7%
19,934
-178
37
$1.46M 0.68%
11,380
38
$1.43M 0.67%
25,542
-94
39
$1.43M 0.67%
18,164
+118
40
$1.43M 0.67%
6,563
-450
41
$1.37M 0.64%
16,970
-275
42
$1.36M 0.64%
20,994
+2
43
$1.3M 0.61%
5,370
44
$1.3M 0.61%
4,071
+20
45
$1.24M 0.58%
9,254
+47
46
$1.22M 0.57%
5,403
-249
47
$1.22M 0.57%
4,074
48
$1.21M 0.57%
53,331
+254
49
$1.2M 0.56%
5,138
+63
50
$1.17M 0.55%
7,052
+2
1
2
3 4 5