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
$84.5M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$4.08M
2
+$2.92M
3
+$2.73M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.46M
5
MSFT icon
Microsoft
MSFT
+$2.21M

Top Sells

No sells this quarter

Sector Composition

1 Technology 13.89%
2 Healthcare 10.43%
3 Industrials 9.54%
4 Energy 9.35%
5 Financials 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$551K 0.65%
+24,569
52
$546K 0.65%
+11,010
53
$539K 0.64%
+3,823
54
$534K 0.63%
+18,385
55
$533K 0.63%
+9,525
56
$498K 0.59%
+25,000
57
$496K 0.59%
+40,687
58
$488K 0.58%
+3,525
59
$473K 0.56%
+12,604
60
$458K 0.54%
+10,963
61
$450K 0.53%
+5,267
62
$448K 0.53%
+5,440
63
$446K 0.53%
+21,200
64
$445K 0.53%
+6,830
65
$440K 0.52%
+4,849
66
$423K 0.5%
+16,116
67
$420K 0.5%
+32,020
68
$419K 0.5%
+7,670
69
$418K 0.49%
+26,520
70
$406K 0.48%
+8,556
71
$396K 0.47%
+16,060
72
$392K 0.46%
+5,479
73
$391K 0.46%
+4,666
74
$390K 0.46%
+15,000
75
$384K 0.45%
+5,468
1 2
3
4 5