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
$124M
AUM Growth
-$1.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$304K
2
+$286K
3
+$263K
4
TDTF icon
FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF
+$253K
5
HPE icon
Hewlett Packard
HPE
+$235K

Top Sells

1
+$382K
2
+$376K
3
+$248K
4
BIIB icon
Biogen
BIIB
+$203K
5
DHI icon
D.R. Horton
DHI
+$203K

Sector Composition

1 Technology 17.1%
2 Financials 9.63%
3 Healthcare 8.83%
4 Industrials 6.85%
5 Consumer Discretionary 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$750K 0.6%
3,505
+75
52
$737K 0.59%
6,978
+701
53
$712K 0.57%
15,158
-125
54
$692K 0.56%
6,327
-115
55
$663K 0.53%
12,750
+1,634
56
$657K 0.53%
13,736
-56
57
$641K 0.52%
10,128
58
$638K 0.51%
21,258
-1,999
59
$617K 0.5%
3,863
60
$589K 0.47%
17,500
+686
61
$577K 0.46%
4,584
62
$574K 0.46%
7,985
-1,100
63
$570K 0.46%
2,263
+100
64
$569K 0.46%
3,748
65
$551K 0.44%
14,204
-496
66
$512K 0.41%
88,400
+7,600
67
$500K 0.4%
9,700
+1,200
68
$497K 0.4%
2,181
-49
69
$495K 0.4%
2,290
-140
70
$493K 0.4%
7,725
71
$489K 0.39%
20,051
+2,150
72
$487K 0.39%
13,906
+280
73
$482K 0.39%
10,704
-258
74
$480K 0.39%
12,790
-95
75
$477K 0.38%
9,110
-2,853
1 2
3
4 5