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
$97.6M
AUM Growth
+$1.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$293K
2
+$286K
3
+$262K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$258K
5
DD icon
DuPont de Nemours
DD
+$233K

Top Sells

1
+$215K
2
+$214K
3
+$213K
4
ROST icon
Ross Stores
ROST
+$212K
5
FLR icon
Fluor
FLR
+$208K

Sector Composition

1 Technology 15.46%
2 Healthcare 12.96%
3 Financials 9.84%
4 Consumer Discretionary 8.32%
5 Industrials 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$623K 0.64%
26,254
52
$621K 0.64%
7,592
+700
53
$617K 0.63%
5,884
-15
54
$605K 0.62%
6,561
-633
55
$602K 0.62%
15,340
+110
56
$600K 0.62%
5,980
+700
57
$599K 0.61%
12,860
+150
58
$590K 0.6%
10,235
+1,100
59
$568K 0.58%
9,246
+500
60
$551K 0.56%
17,320
+606
61
$547K 0.56%
4,171
+807
62
$547K 0.56%
6,993
-523
63
$502K 0.51%
13,751
+50
64
$498K 0.51%
17,512
-1,360
65
$492K 0.5%
3,475
+100
66
$492K 0.5%
7,515
67
$477K 0.49%
21,980
-500
68
$464K 0.48%
4,125
69
$444K 0.46%
3,790
+100
70
$437K 0.45%
13,634
+78
71
$432K 0.44%
3,724
-40
72
$430K 0.44%
3,882
+52
73
$428K 0.44%
20,571
-344
74
$421K 0.43%
2,017
75
$404K 0.41%
2,373
1 2
3
4 5