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
$232M
AUM Growth
+$7.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$326K
2
+$271K
3
+$235K
4
THC icon
Tenet Healthcare
THC
+$224K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$221K

Top Sells

1
+$1.83M
2
+$610K
3
+$495K
4
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$470K
5
TDTT icon
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT
+$294K

Sector Composition

1 Technology 23.05%
2 Financials 7.65%
3 Healthcare 6.23%
4 Consumer Discretionary 5.53%
5 Industrials 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.91M 0.83%
7,877
-950
27
$1.9M 0.82%
3,332
-40
28
$1.88M 0.81%
11,628
-135
29
$1.83M 0.79%
39,981
-409
30
$1.82M 0.78%
19,753
-653
31
$1.71M 0.74%
2,924
-60
32
$1.7M 0.73%
8,945
-50
33
$1.65M 0.71%
1,867
-113
34
$1.57M 0.68%
7,941
+109
35
$1.51M 0.65%
4,810
36
$1.47M 0.64%
27,411
-449
37
$1.44M 0.62%
17,945
-417
38
$1.39M 0.6%
5,060
-189
39
$1.35M 0.58%
14,122
-302
40
$1.3M 0.56%
3,312
-135
41
$1.25M 0.54%
7,230
+970
42
$1.24M 0.53%
17,325
+250
43
$1.2M 0.52%
4,070
+1
44
$1.19M 0.51%
2,062
+236
45
$1.17M 0.5%
2,881
-110
46
$1.14M 0.49%
9,973
-150
47
$1.09M 0.47%
5,395
-115
48
$1.08M 0.47%
2,197
-150
49
$1.06M 0.46%
4,084
-230
50
$984K 0.42%
3,762
-300
1
2
3 4 5