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
$154M
AUM Growth
-$33.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$361K
2
+$312K
3
+$245K
4
CAH icon
Cardinal Health
CAH
+$226K
5
NFLX icon
Netflix
NFLX
+$210K

Top Sells

1
+$2.31M
2
+$1.7M
3
+$1.39M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.33M
5
MSFT icon
Microsoft
MSFT
+$1.25M

Sector Composition

1 Technology 19.97%
2 Healthcare 7.66%
3 Financials 7.36%
4 Consumer Discretionary 6.08%
5 Consumer Staples 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.42M 0.92%
9,187
-450
27
$1.42M 0.92%
13,967
-2,322
28
$1.38M 0.9%
14,385
+125
29
$1.38M 0.89%
28,489
+100
30
$1.35M 0.87%
10,824
-6,050
31
$1.33M 0.86%
30,380
-5,820
32
$1.32M 0.86%
9,210
+190
33
$1.27M 0.83%
20,233
+1,078
34
$1.2M 0.78%
19,609
+175
35
$1.18M 0.76%
11,233
-47
36
$1.1M 0.71%
18,851
+177
37
$1.06M 0.69%
5,370
38
$1.01M 0.65%
12,535
39
$1M 0.65%
5,629
-110
40
$980K 0.64%
4,044
41
$931K 0.6%
9,618
-4,315
42
$926K 0.6%
16,531
-248
43
$922K 0.6%
3,342
-90
44
$901K 0.58%
18,450
-2,500
45
$867K 0.56%
3,280
+550
46
$826K 0.54%
8,061
-100
47
$809K 0.52%
6,291
-326
48
$795K 0.52%
65,460
+1,050
49
$741K 0.48%
18,513
-1,934
50
$739K 0.48%
8,585
-710
1
2
3 4 5