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
$232M
AUM Growth
+$7.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$326K
2
+$271K
3
+$235K
4
THC icon
Tenet Healthcare
THC
+$224K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$221K

Top Sells

1
+$1.83M
2
+$610K
3
+$495K
4
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$470K
5
TDTT icon
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT
+$294K

Sector Composition

1 Technology 23.05%
2 Financials 7.65%
3 Healthcare 6.23%
4 Consumer Discretionary 5.53%
5 Industrials 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$967K 0.42%
8,514
-475
52
$965K 0.42%
11,954
-299
53
$952K 0.41%
11,383
-314
54
$951K 0.41%
17,877
+225
55
$948K 0.41%
4,967
-55
56
$933K 0.4%
6,652
57
$933K 0.4%
7,699
-200
58
$850K 0.37%
1,199
59
$843K 0.36%
14,688
-1,558
60
$834K 0.36%
1,454
61
$827K 0.36%
11,588
+332
62
$798K 0.34%
1,612
-60
63
$734K 0.32%
30,514
-12,219
64
$723K 0.31%
19,335
+200
65
$691K 0.3%
6,257
-186
66
$686K 0.3%
3,107
-136
67
$686K 0.3%
3,959
-326
68
$681K 0.29%
8,660
-650
69
$665K 0.29%
2,451
-200
70
$647K 0.28%
26,856
-3,020
71
$644K 0.28%
2,589
+1
72
$629K 0.27%
6,058
73
$625K 0.27%
2,054
-75
74
$599K 0.26%
3,174
+50
75
$597K 0.26%
961
-25
1 2
3
4 5