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
$183M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$755K
2
+$749K
3
+$477K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$280K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$267K

Top Sells

1
+$301K
2
+$228K
3
+$227K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$203K
5
DHR icon
Danaher
DHR
+$199K

Sector Composition

1 Technology 22.13%
2 Healthcare 7.12%
3 Financials 6.64%
4 Consumer Discretionary 5.11%
5 Consumer Staples 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.64M 0.9%
8,937
27
$1.63M 0.89%
32,560
+15,127
28
$1.61M 0.88%
19,245
-364
29
$1.56M 0.85%
3,406
-220
30
$1.5M 0.82%
30,025
-425
31
$1.5M 0.82%
13,648
+66
32
$1.47M 0.8%
14,110
-150
33
$1.4M 0.77%
19,601
-467
34
$1.36M 0.74%
2,874
-62
35
$1.32M 0.72%
5,869
-50
36
$1.27M 0.7%
24,828
37
$1.24M 0.68%
24,471
+4,075
38
$1.23M 0.67%
11,133
39
$1.16M 0.64%
10,509
-165
40
$1.14M 0.63%
18,070
-998
41
$1.13M 0.62%
15,816
-674
42
$1.11M 0.6%
4,910
43
$1.04M 0.57%
17,775
-675
44
$1.03M 0.56%
6,771
-15
45
$1.02M 0.56%
4,908
-388
46
$1.01M 0.55%
19,245
+200
47
$997K 0.54%
3,377
48
$967K 0.53%
9,086
+80
49
$959K 0.52%
9,468
+125
50
$861K 0.47%
11,250
-2,657
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