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
$154M
AUM Growth
-$33.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$361K
2
+$312K
3
+$245K
4
CAH icon
Cardinal Health
CAH
+$226K
5
NFLX icon
Netflix
NFLX
+$210K

Top Sells

1
+$2.31M
2
+$1.7M
3
+$1.39M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.33M
5
MSFT icon
Microsoft
MSFT
+$1.25M

Sector Composition

1 Technology 19.97%
2 Healthcare 7.66%
3 Financials 7.36%
4 Consumer Discretionary 6.08%
5 Consumer Staples 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$733K 0.48%
12,674
-698
52
$727K 0.47%
11,571
53
$691K 0.45%
1,926
+28
54
$691K 0.45%
8,446
-2,530
55
$684K 0.44%
7,525
-150
56
$663K 0.43%
14,876
+3,150
57
$641K 0.42%
14,656
+200
58
$581K 0.38%
39,145
+330
59
$576K 0.37%
1,782
-45
60
$569K 0.37%
4,510
-3,520
61
$567K 0.37%
3,026
+20
62
$563K 0.36%
5,493
-821
63
$557K 0.36%
3,377
-2,200
64
$548K 0.36%
12,675
+561
65
$542K 0.35%
2,349
66
$524K 0.34%
20,352
-6,153
67
$523K 0.34%
2,684
+12
68
$520K 0.34%
17,225
-50
69
$505K 0.33%
13,800
70
$485K 0.31%
18,487
71
$476K 0.31%
2,900
-3,223
72
$468K 0.3%
5,550
-60
73
$462K 0.3%
4,902
74
$458K 0.3%
2,160
75
$457K 0.3%
1,560
+8
1 2
3
4 5