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
$196M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$1.02M
3
+$657K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$458K
5
PACB icon
Pacific Biosciences
PACB
+$452K

Top Sells

1
+$370K
2
+$351K
3
+$323K
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$223K
5
PAYX icon
Paychex
PAYX
+$221K

Sector Composition

1 Technology 23.28%
2 Healthcare 7.09%
3 Financials 6.43%
4 Consumer Discretionary 5.55%
5 Industrials 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$956K 0.49%
13,565
+542
52
$942K 0.48%
4,019
-25
53
$939K 0.48%
2,002
+10
54
$850K 0.43%
11,250
55
$829K 0.42%
1,861
-10
56
$821K 0.42%
3,337
+140
57
$801K 0.41%
5,545
+635
58
$786K 0.4%
26,710
59
$781K 0.4%
7,971
+13
60
$776K 0.4%
6,640
-1,000
61
$762K 0.39%
10,085
-150
62
$757K 0.39%
7,000
-5
63
$740K 0.38%
11,056
64
$687K 0.35%
3,080
-25
65
$667K 0.34%
4,395
+35
66
$662K 0.34%
2,219
-30
67
$656K 0.33%
12,510
-330
68
$653K 0.33%
5,362
+122
69
$635K 0.32%
18,985
-750
70
$633K 0.32%
1,427
+190
71
$606K 0.31%
3,236
-248
72
$577K 0.29%
1,423
+166
73
$564K 0.29%
4,470
+20
74
$564K 0.29%
6,500
-130
75
$562K 0.29%
13,519
+300
1 2
3
4 5