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
$187M
AUM Growth
-$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$1.1M
3
+$953K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$943K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$707K

Top Sells

1
+$379K
2
+$242K
3
+$229K
4
AMD icon
Advanced Micro Devices
AMD
+$224K
5
EWL icon
iShares MSCI Switzerland ETF
EWL
+$207K

Sector Composition

1 Technology 18.46%
2 Healthcare 8.56%
3 Financials 7.61%
4 Consumer Discretionary 4.86%
5 Consumer Staples 4.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$989K 0.53%
4,065
52
$976K 0.52%
64,410
-2,840
53
$973K 0.52%
12,535
54
$945K 0.5%
5,577
+1
55
$941K 0.5%
3,432
-38
56
$910K 0.49%
6,617
-102
57
$898K 0.48%
8,161
-890
58
$872K 0.47%
20,447
-700
59
$847K 0.45%
9,295
60
$823K 0.44%
8,290
-90
61
$815K 0.44%
11,571
62
$807K 0.43%
13,372
-183
63
$758K 0.4%
14,456
-100
64
$726K 0.39%
7,675
-75
65
$725K 0.39%
6,314
-1,133
66
$720K 0.38%
1,898
-103
67
$651K 0.35%
38,815
-4,683
68
$617K 0.33%
12,151
-850
69
$611K 0.33%
5,651
-180
70
$603K 0.32%
3,006
-150
71
$592K 0.32%
1,827
+82
72
$580K 0.31%
11,726
+1,225
73
$580K 0.31%
2,349
+25
74
$577K 0.31%
15,225
75
$571K 0.3%
2,730
+100
1 2
3
4 5