TIA

Tiemann Investment Advisors Portfolio holdings

AUM $258M
1-Year Est. Return 21.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$244M
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$2.02M
3
+$1.39M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.36M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.07M

Top Sells

1
+$1.24M
2
+$1.14M
3
+$246K
4
AMPH icon
Amphastar Pharmaceuticals
AMPH
+$202K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$179K

Sector Composition

1 Technology 22.35%
2 Financials 8.32%
3 Healthcare 4.91%
4 Consumer Discretionary 4.64%
5 Industrials 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.12M 0.46%
46,387
+5,471
52
$1.12M 0.46%
2,874
-280
53
$1.1M 0.45%
1,560
+50
54
$1.06M 0.43%
17,653
+855
55
$1.01M 0.42%
11,344
56
$1.01M 0.41%
2,751
+5
57
$1.01M 0.41%
6,906
-760
58
$974K 0.4%
18,286
-674
59
$938K 0.38%
38,956
+5,500
60
$907K 0.37%
1,469
+15
61
$853K 0.35%
21,485
-550
62
$799K 0.33%
3,104
+50
63
$782K 0.32%
993
+17
64
$757K 0.31%
4,135
-635
65
$746K 0.31%
2,393
-276
66
$715K 0.29%
15,100
+1,110
67
$694K 0.28%
11,248
-214
68
$687K 0.28%
4,315
+441
69
$671K 0.27%
6,095
-12
70
$652K 0.27%
2,044
-180
71
$649K 0.27%
21,510
+8,000
72
$639K 0.26%
2,960
73
$627K 0.26%
2,146
-5
74
$619K 0.25%
2,266
+26
75
$587K 0.24%
1,155
-10
1 2
3
4 5