TIA

Tiemann Investment Advisors Portfolio holdings

AUM $258M
1-Year Est. Return 21.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$244M
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$2.02M
3
+$1.39M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.36M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.07M

Top Sells

1
+$1.24M
2
+$1.14M
3
+$246K
4
AMPH icon
Amphastar Pharmaceuticals
AMPH
+$202K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$179K

Sector Composition

1 Technology 22.35%
2 Financials 8.32%
3 Healthcare 4.91%
4 Consumer Discretionary 4.64%
5 Industrials 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.85M 0.76%
6,715
-35
27
$1.81M 0.74%
19,908
+535
28
$1.73M 0.71%
11,348
-165
29
$1.73M 0.71%
4,860
+51
30
$1.67M 0.69%
21,260
+13,660
31
$1.66M 0.68%
2,933
-175
32
$1.63M 0.67%
4,810
33
$1.59M 0.65%
11,900
-300
34
$1.59M 0.65%
+7,463
35
$1.57M 0.64%
8,044
+267
36
$1.57M 0.64%
32,525
-1,040
37
$1.47M 0.6%
7,295
-300
38
$1.44M 0.59%
1,842
39
$1.36M 0.56%
2,184
+30
40
$1.35M 0.55%
6,093
+100
41
$1.33M 0.54%
9,748
+50
42
$1.3M 0.53%
18,802
+325
43
$1.3M 0.53%
11,824
-557
44
$1.27M 0.52%
3,942
-15
45
$1.24M 0.51%
16,600
-725
46
$1.24M 0.51%
2,288
-5
47
$1.23M 0.5%
17,428
48
$1.18M 0.48%
3,715
49
$1.14M 0.47%
4,035
-34
50
$1.13M 0.46%
11,564
+126
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