TIA

Tiemann Investment Advisors Portfolio holdings

AUM $261M
1-Year Est. Return 18.37%
This Quarter Est. Return
1 Year Est. Return
+18.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$220M
AUM Growth
-$4.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$1.09M
3
+$1.01M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$586K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$334K

Top Sells

1
+$343K
2
+$305K
3
+$305K
4
EIX icon
Edison International
EIX
+$303K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$274K

Sector Composition

1 Technology 21.04%
2 Financials 8.62%
3 Healthcare 6.05%
4 Consumer Discretionary 4.85%
5 Industrials 3.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.73M 0.79%
13,931
-175
27
$1.69M 0.76%
4,809
-80
28
$1.66M 0.75%
3,108
-30
29
$1.61M 0.73%
19,373
-405
30
$1.57M 0.71%
7,595
-175
31
$1.52M 0.69%
1,842
+5
32
$1.48M 0.67%
7,777
-61
33
$1.48M 0.67%
4,810
34
$1.47M 0.67%
33,565
-325
35
$1.4M 0.63%
2,669
-190
36
$1.4M 0.63%
5,993
-1,000
37
$1.29M 0.58%
9,698
-125
38
$1.25M 0.57%
4,069
39
$1.21M 0.55%
2,154
-42
40
$1.19M 0.54%
17,325
41
$1.15M 0.52%
12,381
-1,204
42
$1.14M 0.52%
18,477
+650
43
$1.14M 0.52%
6,667
44
$1.14M 0.52%
12,200
+500
45
$1.14M 0.52%
2,293
+101
46
$1.13M 0.51%
6,750
-555
47
$1.04M 0.47%
3,154
-110
48
$1.02M 0.46%
7,666
-123
49
$1.01M 0.46%
2,746
-75
50
$1M 0.46%
11,438
-410
1
2
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