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
$214M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$602K
3
+$467K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$258K
5
EMNT icon
PIMCO Enhanced Short Maturity Active ESG ETF
EMNT
+$252K

Top Sells

1
+$2.35M
2
+$815K
3
+$398K
4
MSFT icon
Microsoft
MSFT
+$247K
5
GILD icon
Gilead Sciences
GILD
+$210K

Sector Composition

1 Technology 20.53%
2 Financials 8.45%
3 Healthcare 7.58%
4 Consumer Discretionary 5.94%
5 Industrials 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.17M 0.55%
8,098
-802
52
$1.17M 0.54%
8,505
-110
53
$1.16M 0.54%
2,903
-20
54
$1.05M 0.49%
14,423
-238
55
$1.04M 0.48%
19,541
-113
56
$1.02M 0.48%
6,883
-150
57
$1M 0.47%
3,267
58
$946K 0.44%
8,000
59
$931K 0.44%
3,820
+40
60
$927K 0.43%
10,862
-450
61
$925K 0.43%
2,661
+23
62
$893K 0.42%
5,083
63
$878K 0.41%
2,043
+201
64
$860K 0.4%
11,571
65
$836K 0.39%
14,926
-45
66
$830K 0.39%
20,755
67
$828K 0.39%
15,741
-446
68
$814K 0.38%
1,390
+5
69
$775K 0.36%
3,379
+1
70
$760K 0.36%
12,543
+2
71
$759K 0.36%
18,413
-149
72
$759K 0.36%
13,309
73
$752K 0.35%
5,281
+65
74
$732K 0.34%
92,800
-1,500
75
$729K 0.34%
1,920
-310
1 2
3
4 5