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
$224M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$848K
3
+$703K
4
WSM icon
Williams-Sonoma
WSM
+$279K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$250K

Top Sells

1
+$294K
2
+$283K
3
+$251K
4
AAPL icon
Apple
AAPL
+$238K
5
WBA
Walgreens Boots Alliance
WBA
+$225K

Sector Composition

1 Technology 22.59%
2 Financials 7.53%
3 Healthcare 6.45%
4 Consumer Discretionary 5.89%
5 Industrials 4.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.89M 0.85%
35,418
+2,550
27
$1.89M 0.84%
20,696
-237
28
$1.88M 0.84%
3,387
-129
29
$1.87M 0.84%
45,602
-1,355
30
$1.82M 0.81%
8,837
-100
31
$1.81M 0.81%
13,880
-100
32
$1.66M 0.74%
18,487
-423
33
$1.65M 0.74%
9,545
-30
34
$1.56M 0.7%
2,007
+25
35
$1.51M 0.67%
3,044
+25
36
$1.47M 0.66%
5,249
-85
37
$1.45M 0.65%
7,782
+517
38
$1.45M 0.65%
28,060
-700
39
$1.39M 0.62%
4,810
40
$1.27M 0.57%
3,306
+15
41
$1.26M 0.56%
3,437
+10
42
$1.22M 0.54%
17,075
-175
43
$1.2M 0.54%
14,197
+1,109
44
$1.18M 0.53%
8,954
+200
45
$1.16M 0.52%
5,620
46
$1.13M 0.51%
47,583
-7,800
47
$1.1M 0.49%
9,698
+140
48
$1.01M 0.45%
12,607
-1,160
49
$984K 0.44%
4,019
50
$980K 0.44%
1,864
+83
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