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
$125M
AUM Growth
+$633K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$249K
2
+$235K
3
+$225K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$220K
5
PTR
PETROCHINA COMPANY LIMITED ADS (REP 100 H SHARES)
PTR
+$216K

Top Sells

1
+$224K
2
+$164K
3
+$131K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$127K
5
VZ icon
Verizon
VZ
+$95.5K

Sector Composition

1 Technology 17.64%
2 Financials 9.38%
3 Healthcare 8.39%
4 Industrials 6.36%
5 Consumer Discretionary 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$738K 0.59%
12,750
52
$708K 0.57%
7,079
+101
53
$661K 0.53%
3,545
54
$657K 0.53%
5,969
-358
55
$642K 0.51%
15,208
+50
56
$619K 0.5%
3,188
-675
57
$614K 0.49%
3,748
58
$602K 0.48%
17,500
59
$595K 0.48%
11,836
-1,900
60
$585K 0.47%
20,760
-498
61
$565K 0.45%
95,400
+7,000
62
$562K 0.45%
7,985
63
$535K 0.43%
7,725
64
$532K 0.43%
13,080
-1,124
65
$531K 0.43%
21,855
+1,804
66
$522K 0.42%
2,140
-150
67
$516K 0.41%
4,350
-234
68
$514K 0.41%
9,262
+152
69
$505K 0.4%
9,128
-1,000
70
$504K 0.4%
13,826
-80
71
$499K 0.4%
2,263
72
$485K 0.39%
8,700
-1,000
73
$484K 0.39%
9,665
+4,400
74
$475K 0.38%
12,180
-610
75
$474K 0.38%
4,525
1 2
3
4 5