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
$206M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$1.08M
3
+$549K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$360K
5
FITB icon
Fifth Third Bancorp
FITB
+$237K

Top Sells

1
+$541K
2
+$370K
3
+$370K
4
O icon
Realty Income
O
+$319K
5
MSFT icon
Microsoft
MSFT
+$259K

Sector Composition

1 Technology 22.71%
2 Financials 6.76%
3 Healthcare 6.54%
4 Consumer Discretionary 5.52%
5 Industrials 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.78M 0.87%
3,516
+122
27
$1.75M 0.85%
13,980
-53
28
$1.72M 0.83%
32,868
+4,505
29
$1.71M 0.83%
8,937
30
$1.71M 0.83%
11,016
-315
31
$1.71M 0.83%
18,910
+15
32
$1.66M 0.81%
20,933
+767
33
$1.59M 0.77%
3,019
+80
34
$1.5M 0.73%
28,760
+3,680
35
$1.39M 0.67%
5,334
-200
36
$1.34M 0.65%
9,575
37
$1.31M 0.64%
5,290
+65
38
$1.31M 0.64%
55,383
-8,621
39
$1.26M 0.61%
7,265
-152
40
$1.26M 0.61%
4,810
-100
41
$1.16M 0.56%
1,982
-19
42
$1.14M 0.55%
3,291
+30
43
$1.11M 0.54%
17,250
+500
44
$1.05M 0.51%
9,558
+465
45
$1.04M 0.5%
13,767
-1,339
46
$1.01M 0.49%
3,427
-30
47
$997K 0.48%
4,019
48
$983K 0.48%
13,088
-450
49
$981K 0.48%
41,501
-15,660
50
$964K 0.47%
19,185
+200
1
2
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