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
$224M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$848K
3
+$703K
4
WSM icon
Williams-Sonoma
WSM
+$279K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$250K

Top Sells

1
+$294K
2
+$283K
3
+$251K
4
AAPL icon
Apple
AAPL
+$238K
5
WBA
Walgreens Boots Alliance
WBA
+$225K

Sector Composition

1 Technology 22.59%
2 Financials 7.53%
3 Healthcare 6.45%
4 Consumer Discretionary 5.89%
5 Industrials 4.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$977K 0.44%
2,447
-50
52
$939K 0.42%
18,815
-150
53
$872K 0.39%
6,652
54
$859K 0.38%
6,480
-230
55
$851K 0.38%
5,172
-250
56
$822K 0.37%
18,620
-565
57
$821K 0.37%
4,670
-620
58
$813K 0.36%
4,399
+150
59
$812K 0.36%
10,585
-350
60
$767K 0.34%
1,467
61
$753K 0.34%
11,686
-50
62
$751K 0.34%
7,699
63
$739K 0.33%
14,321
+1,420
64
$735K 0.33%
12,218
-562
65
$734K 0.33%
1,209
+23
66
$733K 0.33%
6,825
-1,375
67
$730K 0.33%
30,876
-10,625
68
$698K 0.31%
1,672
-48
69
$691K 0.31%
4,260
-100
70
$690K 0.31%
5,640
-150
71
$682K 0.3%
3,242
+2
72
$660K 0.3%
1,016
-35
73
$659K 0.29%
2,612
+26
74
$650K 0.29%
2,644
-50
75
$635K 0.28%
2,191
1 2
3
4 5