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
$147M
AUM Growth
+$31.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$3.36M
2
+$1.02M
3
+$936K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$504K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$463K

Top Sells

1
+$325K
2
+$315K
3
+$241K
4
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$224K
5
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$203K

Sector Composition

1 Technology 21.88%
2 Healthcare 7.86%
3 Financials 6.92%
4 Consumer Discretionary 5.61%
5 Industrials 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$798K 0.54%
4,870
+925
52
$787K 0.54%
2,542
+72
53
$786K 0.54%
7,264
+760
54
$764K 0.52%
3,363
+120
55
$759K 0.52%
17,900
-2,606
56
$748K 0.51%
2,537
+275
57
$740K 0.51%
10,029
-305
58
$722K 0.49%
11,718
-5,280
59
$712K 0.49%
7,436
-500
60
$681K 0.46%
33,866
-736
61
$671K 0.46%
26,037
-8,690
62
$658K 0.45%
5,042
+701
63
$631K 0.43%
65,600
+150
64
$603K 0.41%
1,385
65
$590K 0.4%
4,936
+800
66
$583K 0.4%
5,228
+210
67
$547K 0.37%
18,000
68
$545K 0.37%
3,144
+58
69
$541K 0.37%
4,689
-87
70
$509K 0.35%
8,663
+600
71
$509K 0.35%
20,126
+3
72
$499K 0.34%
1,096
+269
73
$493K 0.34%
1,906
+28
74
$485K 0.33%
6,625
+250
75
$481K 0.33%
3,400
-75
1 2
3
4 5