TIA

Tiemann Investment Advisors Portfolio holdings

AUM $261M
1-Year Est. Return 18.37%
This Quarter Est. Return
1 Year Est. Return
+18.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$220M
AUM Growth
-$4.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$1.09M
3
+$1.01M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$586K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$334K

Top Sells

1
+$343K
2
+$305K
3
+$305K
4
EIX icon
Edison International
EIX
+$303K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$274K

Sector Composition

1 Technology 21.04%
2 Financials 8.62%
3 Healthcare 6.05%
4 Consumer Discretionary 4.85%
5 Industrials 3.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$998K 0.45%
40,916
+6,925
52
$996K 0.45%
18,960
-1,400
53
$963K 0.44%
3,715
-162
54
$927K 0.42%
11,344
-40
55
$907K 0.41%
16,798
+1,635
56
$844K 0.38%
17,428
-150
57
$826K 0.37%
22,035
+2,200
58
$825K 0.37%
1,510
-57
59
$814K 0.37%
1,454
60
$811K 0.37%
33,456
+7,000
61
$798K 0.36%
3,957
-28
62
$765K 0.35%
11,462
-50
63
$712K 0.32%
7,929
-465
64
$692K 0.31%
4,770
65
$678K 0.31%
6,107
-50
66
$672K 0.3%
2,151
+100
67
$660K 0.3%
3,874
+5
68
$617K 0.28%
4,857
-125
69
$611K 0.28%
3,054
-55
70
$599K 0.27%
976
+20
71
$598K 0.27%
2,224
-60
72
$595K 0.27%
7,600
-1,060
73
$591K 0.27%
2,960
-49
74
$586K 0.27%
2,655
-240
75
$584K 0.26%
13,990
-410
1 2
3
4 5