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
$206M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$1.08M
3
+$549K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$360K
5
FITB icon
Fifth Third Bancorp
FITB
+$237K

Top Sells

1
+$541K
2
+$370K
3
+$370K
4
O icon
Realty Income
O
+$319K
5
MSFT icon
Microsoft
MSFT
+$259K

Sector Composition

1 Technology 22.71%
2 Financials 6.76%
3 Healthcare 6.54%
4 Consumer Discretionary 5.52%
5 Industrials 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$958K 0.47%
18,965
-350
52
$954K 0.46%
8,754
-57
53
$911K 0.44%
5,620
+75
54
$881K 0.43%
8,200
-1,383
55
$851K 0.41%
1,781
+34
56
$842K 0.41%
2,497
-213
57
$842K 0.41%
10,935
-315
58
$828K 0.4%
11,736
+525
59
$824K 0.4%
5,422
-25
60
$749K 0.36%
6,710
+240
61
$748K 0.36%
6,652
62
$697K 0.34%
1,467
63
$691K 0.34%
23,210
-3,150
64
$672K 0.33%
12,780
-390
65
$664K 0.32%
1,720
-32
66
$662K 0.32%
2,694
+30
67
$657K 0.32%
1,051
+75
68
$653K 0.32%
12,901
+7,120
69
$650K 0.32%
3,240
+4
70
$648K 0.31%
7,699
-122
71
$646K 0.31%
2,179
72
$639K 0.31%
4,360
+10
73
$609K 0.3%
8,435
-1,250
74
$593K 0.29%
17,935
+1,200
75
$590K 0.29%
5,330
-1,670
1 2
3
4 5