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
$188M
AUM Growth
+$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$950K
3
+$733K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$665K
5
AMGN icon
Amgen
AMGN
+$479K

Top Sells

1
+$1.48M
2
+$525K
3
+$432K
4
C icon
Citigroup
C
+$327K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$252K

Sector Composition

1 Technology 21.25%
2 Financials 7.88%
3 Healthcare 7.67%
4 Consumer Discretionary 5.79%
5 Industrials 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$938K 0.5%
14,692
-220
52
$896K 0.48%
7,002
-160
53
$887K 0.47%
3,860
+2,086
54
$877K 0.47%
9,205
-300
55
$874K 0.46%
14,871
+75
56
$871K 0.46%
37,173
+264
57
$864K 0.46%
19,297
-300
58
$823K 0.44%
11,502
-24
59
$812K 0.43%
4,640
-3,000
60
$791K 0.42%
2,901
+75
61
$791K 0.42%
10,134
62
$781K 0.42%
35,976
-2,314
63
$745K 0.4%
2,728
-585
64
$738K 0.39%
8,150
-150
65
$733K 0.39%
+11,571
66
$723K 0.38%
3,183
-23
67
$705K 0.37%
1,410
68
$703K 0.37%
1,874
-671
69
$669K 0.36%
25,630
+5,504
70
$666K 0.35%
12,709
+1,960
71
$665K 0.35%
3,196
+714
72
$655K 0.35%
17,005
73
$645K 0.34%
16,184
-221
74
$639K 0.34%
4,591
-100
75
$635K 0.34%
1,174
1 2
3
4 5