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
$183M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$755K
2
+$749K
3
+$477K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$280K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$267K

Top Sells

1
+$301K
2
+$228K
3
+$227K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$203K
5
DHR icon
Danaher
DHR
+$199K

Sector Composition

1 Technology 22.13%
2 Healthcare 7.12%
3 Financials 6.64%
4 Consumer Discretionary 5.11%
5 Consumer Staples 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$846K 0.46%
4,044
52
$832K 0.45%
13,023
-492
53
$815K 0.45%
10,235
-1,575
54
$791K 0.43%
26,710
-7,700
55
$779K 0.43%
7,958
56
$769K 0.42%
1,871
-10
57
$768K 0.42%
7,005
58
$755K 0.41%
7,640
+115
59
$742K 0.41%
11,056
60
$733K 0.4%
2,870
61
$732K 0.4%
3,197
+162
62
$686K 0.38%
3,105
+68
63
$684K 0.37%
1,992
+85
64
$648K 0.35%
4,360
-160
65
$645K 0.35%
19,735
-417
66
$631K 0.35%
12,840
+165
67
$629K 0.34%
2,249
68
$622K 0.34%
3,484
+2
69
$603K 0.33%
4,910
+55
70
$596K 0.33%
14,600
-1,103
71
$594K 0.33%
5,937
+120
72
$548K 0.3%
5,265
-185
73
$541K 0.3%
2,689
-85
74
$539K 0.29%
4,323
+400
75
$538K 0.29%
16,672
-2,015
1 2
3
4 5