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Tiemann Investment Advisors Portfolio holdings

AUM $255M
1-Year Est. Return 21.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$261M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$806K
2
+$754K
3
+$595K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$500K
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$351K

Top Sells

1
+$1.01M
2
+$875K
3
+$820K
4
ISRG icon
Intuitive Surgical
ISRG
+$240K
5
NVDA icon
NVIDIA
NVDA
+$229K

Sector Composition

1 Technology 23.51%
2 Financials 8.19%
3 Consumer Discretionary 4.96%
4 Healthcare 4.81%
5 Communication Services 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.11M 0.81%
11,393
+45
27
$2.03M 0.77%
14,311
+64
28
$1.92M 0.73%
19,995
+87
29
$1.76M 0.67%
4,810
30
$1.75M 0.67%
2,939
+6
31
$1.72M 0.66%
8,327
+283
32
$1.65M 0.63%
30,925
-1,600
33
$1.64M 0.63%
4,809
-51
34
$1.59M 0.61%
7,463
35
$1.57M 0.6%
3,539
-176
36
$1.57M 0.6%
16,845
+5,501
37
$1.57M 0.6%
7,295
38
$1.53M 0.59%
6,093
39
$1.52M 0.58%
2,276
+92
40
$1.42M 0.54%
11,785
-39
41
$1.38M 0.53%
1,807
-35
42
$1.38M 0.53%
11,470
-430
43
$1.34M 0.51%
5,555
+2,595
44
$1.34M 0.51%
2,809
-65
45
$1.3M 0.5%
9,698
-50
46
$1.3M 0.5%
16,157
-443
47
$1.29M 0.49%
18,802
48
$1.27M 0.49%
3,856
-86
49
$1.26M 0.48%
1,584
+24
50
$1.25M 0.48%
44,319
+28,390
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