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
$237M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$738K
3
+$645K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$537K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$490K

Top Sells

1
+$383K
2
+$259K
3
+$251K
4
HD icon
Home Depot
HD
+$224K
5
SNPS icon
Synopsys
SNPS
+$184K

Sector Composition

1 Technology 22.49%
2 Healthcare 7.91%
3 Financials 7.8%
4 Consumer Discretionary 5.69%
5 Industrials 5.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.04M 0.86%
18,386
+957
27
$2.01M 0.85%
17,119
-25
28
$1.99M 0.84%
17,378
+57
29
$1.97M 0.83%
13,998
30
$1.87M 0.79%
66,685
+6,885
31
$1.77M 0.75%
18,084
+50
32
$1.77M 0.75%
67,190
+6,423
33
$1.71M 0.72%
19,634
34
$1.71M 0.72%
28,807
-700
35
$1.67M 0.71%
4,749
+99
36
$1.66M 0.7%
3,487
+2,250
37
$1.65M 0.7%
9,637
-808
38
$1.51M 0.64%
29,240
+4,392
39
$1.49M 0.63%
17,459
+778
40
$1.48M 0.63%
22,145
+21
41
$1.46M 0.62%
11,280
-100
42
$1.44M 0.61%
2,861
+113
43
$1.43M 0.6%
4,044
44
$1.42M 0.6%
5,370
45
$1.39M 0.59%
3,337
-539
46
$1.34M 0.57%
18,671
-2,066
47
$1.33M 0.56%
20,967
+1,825
48
$1.32M 0.56%
16,776
-28
49
$1.29M 0.54%
6,223
-325
50
$1.28M 0.54%
7,850
+3,945
1
2
3 4 5