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
-$6.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$340K
3
+$278K
4
AMPH icon
Amphastar Pharmaceuticals
AMPH
+$258K
5
GEV icon
GE Vernova
GEV
+$251K

Top Sells

1
+$1.15M
2
+$403K
3
+$370K
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$363K
5
AAPL icon
Apple
AAPL
+$319K

Sector Composition

1 Technology 24.09%
2 Financials 8.21%
3 Consumer Discretionary 5.77%
4 Healthcare 5.68%
5 Communication Services 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.79M 0.8%
34,468
+130
27
$1.79M 0.79%
3,138
-194
28
$1.73M 0.77%
6,993
-935
29
$1.69M 0.75%
7,305
+75
30
$1.67M 0.74%
11,563
-65
31
$1.57M 0.7%
3,877
+115
32
$1.55M 0.69%
4,810
33
$1.55M 0.69%
4,889
-171
34
$1.5M 0.67%
7,770
-1,175
35
$1.5M 0.67%
7,838
-103
36
$1.45M 0.64%
2,859
-65
37
$1.42M 0.63%
1,837
-30
38
$1.42M 0.63%
33,890
-6,091
39
$1.38M 0.61%
13,585
-537
40
$1.29M 0.57%
2,196
+134
41
$1.18M 0.53%
3,264
-48
42
$1.16M 0.52%
17,325
43
$1.16M 0.52%
4,069
-1
44
$1.15M 0.51%
6,667
+15
45
$1.14M 0.51%
2,192
-5
46
$1.11M 0.49%
9,823
-150
47
$1.1M 0.49%
2,821
-60
48
$1.07M 0.48%
11,848
-106
49
$1.06M 0.47%
17,827
-50
50
$1.05M 0.47%
20,360
-7,051
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