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
$216M
AUM Growth
-$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$718K
2
+$708K
3
+$315K
4
TSLA icon
Tesla
TSLA
+$297K
5
NET icon
Cloudflare
NET
+$278K

Top Sells

1
+$1.48M
2
+$422K
3
+$347K
4
FBIN icon
Fortune Brands Innovations
FBIN
+$309K
5
MSFT icon
Microsoft
MSFT
+$305K

Sector Composition

1 Technology 21.62%
2 Financials 7.97%
3 Healthcare 7.91%
4 Consumer Discretionary 5.35%
5 Industrials 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.15M 0.53%
5,576
-6
52
$1.13M 0.52%
12,535
-13
53
$1.1M 0.51%
11,101
+340
54
$1.09M 0.51%
9,051
-125
55
$1.05M 0.48%
6,719
+18
56
$1.04M 0.48%
3,470
+133
57
$1.03M 0.48%
13,555
-88
58
$984K 0.46%
7,447
-251
59
$983K 0.45%
4,065
-265
60
$952K 0.44%
3,156
-30
61
$908K 0.42%
2,001
-26
62
$885K 0.41%
11,571
63
$883K 0.41%
8,380
64
$856K 0.4%
43,498
+293
65
$854K 0.39%
7,750
66
$763K 0.35%
9,295
+300
67
$754K 0.35%
14,556
+1,300
68
$729K 0.34%
2,667
-237
69
$726K 0.34%
5,831
-2,784
70
$717K 0.33%
17,400
-1,149
71
$682K 0.32%
15,225
-398
72
$680K 0.31%
4,960
-78
73
$662K 0.31%
13,001
-325
74
$652K 0.3%
13,134
+1,140
75
$642K 0.3%
2,660
-90
1 2
3
4 5