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
$216M
AUM Growth
-$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$718K
2
+$708K
3
+$315K
4
TSLA icon
Tesla
TSLA
+$297K
5
NET icon
Cloudflare
NET
+$278K

Top Sells

1
+$1.48M
2
+$422K
3
+$347K
4
FBIN icon
Fortune Brands Innovations
FBIN
+$309K
5
MSFT icon
Microsoft
MSFT
+$305K

Sector Composition

1 Technology 21.62%
2 Financials 7.97%
3 Healthcare 7.91%
4 Consumer Discretionary 5.35%
5 Industrials 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.89M 0.87%
8,900
-70
27
$1.86M 0.86%
71,706
+4,516
28
$1.85M 0.85%
17,133
-245
29
$1.84M 0.85%
3,747
-216
30
$1.83M 0.85%
67,250
-4,250
31
$1.74M 0.81%
9,637
32
$1.72M 0.79%
8,488
-60
33
$1.65M 0.76%
13,933
-65
34
$1.57M 0.73%
3,487
35
$1.57M 0.73%
28,608
-199
36
$1.55M 0.72%
17,744
-340
37
$1.51M 0.7%
2,958
+97
38
$1.47M 0.68%
19,584
-50
39
$1.45M 0.67%
18,785
+1,326
40
$1.41M 0.65%
11,280
41
$1.4M 0.65%
4,044
42
$1.38M 0.64%
6,198
-25
43
$1.37M 0.63%
27,667
-1,573
44
$1.34M 0.62%
5,370
45
$1.29M 0.6%
18,673
+2
46
$1.29M 0.6%
20,950
-1,195
47
$1.24M 0.57%
16,776
48
$1.24M 0.57%
8,080
+230
49
$1.18M 0.55%
21,147
+180
50
$1.18M 0.54%
5,304
+225
1
2
3 4 5