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
$146M
AUM Growth
+$8.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$673K
3
+$293K
4
NFLX icon
Netflix
NFLX
+$239K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$229K

Top Sells

1
+$362K
2
+$257K
3
+$250K
4
KMX icon
CarMax
KMX
+$244K
5
ALB icon
Albemarle
ALB
+$213K

Sector Composition

1 Technology 17.68%
2 Financials 9.51%
3 Healthcare 7.65%
4 Industrials 5.55%
5 Consumer Discretionary 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$831K 0.57%
2,550
+80
52
$749K 0.51%
34,525
53
$715K 0.49%
2,211
+709
54
$711K 0.49%
4,916
-90
55
$706K 0.48%
5,428
-512
56
$695K 0.47%
2,365
-75
57
$692K 0.47%
8,160
-75
58
$692K 0.47%
3,681
+35
59
$690K 0.47%
3,363
-50
60
$683K 0.47%
16,590
+505
61
$657K 0.45%
5,130
-102
62
$635K 0.43%
9,500
-600
63
$609K 0.42%
103,520
+720
64
$606K 0.41%
5,026
-941
65
$602K 0.41%
4,083
-83
66
$576K 0.39%
11,896
-652
67
$560K 0.38%
3,128
-117
68
$551K 0.38%
4,412
+105
69
$545K 0.37%
8,495
+417
70
$543K 0.37%
4,700
+100
71
$541K 0.37%
3,268
-210
72
$534K 0.36%
3,945
+500
73
$510K 0.35%
20,623
-1,397
74
$502K 0.34%
2,539
-54
75
$498K 0.34%
2,164
1 2
3
4 5