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
-$6.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$340K
3
+$278K
4
AMPH icon
Amphastar Pharmaceuticals
AMPH
+$258K
5
GEV icon
GE Vernova
GEV
+$251K

Top Sells

1
+$1.15M
2
+$403K
3
+$370K
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$363K
5
AAPL icon
Apple
AAPL
+$319K

Sector Composition

1 Technology 24.09%
2 Financials 8.21%
3 Consumer Discretionary 5.77%
4 Healthcare 5.68%
5 Communication Services 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.04M 0.46%
1,170
-29
52
$1.01M 0.45%
17,578
-367
53
$901K 0.4%
7,789
+90
54
$897K 0.4%
1,567
-45
55
$891K 0.4%
3,985
-99
56
$861K 0.38%
11,384
+1
57
$852K 0.38%
1,454
58
$835K 0.37%
8,394
-120
59
$802K 0.36%
33,991
+3,477
60
$792K 0.35%
15,163
+475
61
$776K 0.34%
4,770
-625
62
$767K 0.34%
11,512
-76
63
$697K 0.31%
4,982
+15
64
$678K 0.3%
2,284
-167
65
$672K 0.3%
19,835
+500
66
$669K 0.3%
8,660
67
$665K 0.3%
3,009
-98
68
$664K 0.3%
2,379
-210
69
$656K 0.29%
6,157
-100
70
$649K 0.29%
3,869
-90
71
$633K 0.28%
14,400
-75
72
$615K 0.27%
26,456
-400
73
$601K 0.27%
956
-5
74
$600K 0.27%
1,721
-25
75
$595K 0.26%
2,895
-385
1 2
3
4 5