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
$225M
AUM Growth
+$1.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$523K
2
+$206K
3
+$205K
4
MU icon
Micron Technology
MU
+$199K
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$196K

Top Sells

1
+$428K
2
+$386K
3
+$379K
4
NKE icon
Nike
NKE
+$266K
5
ORLY icon
O'Reilly Automotive
ORLY
+$235K

Sector Composition

1 Technology 24.48%
2 Financials 7.3%
3 Healthcare 6.07%
4 Consumer Discretionary 5.1%
5 Communication Services 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.8M 0.8%
3,372
-15
27
$1.8M 0.8%
20,406
-290
28
$1.8M 0.8%
13,978
+98
29
$1.79M 0.8%
1,980
-27
30
$1.75M 0.78%
7,958
-85
31
$1.72M 0.77%
40,390
-5,212
32
$1.72M 0.77%
11,763
-470
33
$1.68M 0.75%
18,362
-125
34
$1.52M 0.68%
2,984
-60
35
$1.44M 0.64%
8,995
-550
36
$1.43M 0.64%
4,810
37
$1.43M 0.64%
27,860
-200
38
$1.43M 0.63%
7,832
+50
39
$1.38M 0.61%
5,249
40
$1.33M 0.59%
14,424
+227
41
$1.3M 0.58%
5,510
-110
42
$1.17M 0.52%
17,075
43
$1.15M 0.51%
3,447
+10
44
$1.11M 0.5%
8,989
+35
45
$1.11M 0.49%
4,069
+50
46
$1.05M 0.47%
10,123
+425
47
$1.04M 0.46%
2,347
-100
48
$1.03M 0.46%
2,991
-315
49
$1.01M 0.45%
42,733
-4,850
50
$1.01M 0.45%
6,260
-220
1
2
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