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
$187M
AUM Growth
-$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$1.1M
3
+$953K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$943K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$707K

Top Sells

1
+$379K
2
+$242K
3
+$229K
4
AMD icon
Advanced Micro Devices
AMD
+$224K
5
EWL icon
iShares MSCI Switzerland ETF
EWL
+$207K

Sector Composition

1 Technology 18.46%
2 Healthcare 8.56%
3 Financials 7.61%
4 Consumer Discretionary 4.86%
5 Consumer Staples 4.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.64M 0.87%
36,200
-250
27
$1.62M 0.87%
9,637
28
$1.61M 0.86%
9,238
+750
29
$1.56M 0.83%
14,260
-80
30
$1.52M 0.81%
2,951
-7
31
$1.51M 0.81%
13,933
32
$1.5M 0.8%
3,640
-107
33
$1.49M 0.79%
9,020
+120
34
$1.45M 0.77%
28,389
-219
35
$1.4M 0.75%
6,243
+666
36
$1.35M 0.72%
17,744
37
$1.33M 0.71%
4,750
+3,400
38
$1.28M 0.69%
11,280
39
$1.27M 0.68%
18,674
+1
40
$1.22M 0.65%
19,155
+370
41
$1.16M 0.62%
8,030
-50
42
$1.13M 0.6%
5,739
+435
43
$1.13M 0.6%
19,434
-150
44
$1.12M 0.6%
5,370
45
$1.11M 0.59%
20,950
46
$1.09M 0.58%
6,123
-75
47
$1.06M 0.56%
4,044
48
$1.05M 0.56%
10,976
-125
49
$1.05M 0.56%
16,779
+3
50
$992K 0.53%
26,505
-1,162
1
2
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