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
$225M
AUM Growth
+$1.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$523K
2
+$206K
3
+$205K
4
MU icon
Micron Technology
MU
+$199K
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$196K

Top Sells

1
+$428K
2
+$386K
3
+$379K
4
NKE icon
Nike
NKE
+$266K
5
ORLY icon
O'Reilly Automotive
ORLY
+$235K

Sector Composition

1 Technology 24.48%
2 Financials 7.3%
3 Healthcare 6.07%
4 Consumer Discretionary 5.1%
5 Communication Services 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$999K 0.44%
1,826
-38
52
$916K 0.41%
11,697
-910
53
$870K 0.39%
6,652
54
$870K 0.39%
16,246
+1,925
55
$864K 0.38%
4,314
-85
56
$839K 0.37%
17,652
-1,163
57
$830K 0.37%
12,253
+35
58
$809K 0.36%
1,199
-10
59
$804K 0.36%
4,062
-608
60
$793K 0.35%
7,899
+200
61
$792K 0.35%
1,454
-13
62
$756K 0.34%
1,672
63
$733K 0.33%
11,256
-430
64
$714K 0.32%
9,310
-1,275
65
$708K 0.32%
5,022
-150
66
$707K 0.31%
4,285
+25
67
$699K 0.31%
29,876
-1,000
68
$688K 0.31%
6,443
-382
69
$667K 0.3%
19,135
+1,200
70
$658K 0.29%
3,243
+1
71
$654K 0.29%
2,181
-10
72
$648K 0.29%
986
-30
73
$626K 0.28%
2,588
-24
74
$614K 0.27%
2,651
75
$614K 0.27%
2,115
-10
1 2
3
4 5