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
$237M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$738K
3
+$645K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$537K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$490K

Top Sells

1
+$383K
2
+$259K
3
+$251K
4
HD icon
Home Depot
HD
+$224K
5
SNPS icon
Synopsys
SNPS
+$184K

Sector Composition

1 Technology 22.49%
2 Healthcare 7.91%
3 Financials 7.8%
4 Consumer Discretionary 5.69%
5 Industrials 5.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.28M 0.54%
8,615
+1,676
52
$1.24M 0.53%
5,582
+2,203
53
$1.22M 0.51%
9,176
54
$1.15M 0.48%
3,186
-6
55
$1.14M 0.48%
13,643
-204
56
$1.14M 0.48%
7,698
-275
57
$1.1M 0.47%
5,079
+20
58
$1.05M 0.44%
6,701
-32
59
$1.01M 0.43%
11,571
60
$974K 0.41%
4,330
+570
61
$967K 0.41%
2,027
-15
62
$938K 0.4%
43,205
-8,381
63
$926K 0.39%
10,761
+1
64
$921K 0.39%
8,380
-50
65
$896K 0.38%
7,750
66
$848K 0.36%
12,548
+2
67
$825K 0.35%
18,549
+50
68
$815K 0.34%
15,623
+4
69
$789K 0.33%
2,346
-140
70
$786K 0.33%
3,361
+95
71
$784K 0.33%
1,383
+43
72
$783K 0.33%
13,256
+175
73
$780K 0.33%
5,038
+55
74
$776K 0.33%
4,932
75
$732K 0.31%
2,904
+27
1 2
3
4 5