We are live on ! Find out more
TIA

Tiemann Investment Advisors Portfolio holdings

AUM $255M
1-Year Est. Return 21.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$261M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$806K
2
+$754K
3
+$595K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$500K
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$351K

Top Sells

1
+$1.01M
2
+$875K
3
+$820K
4
ISRG icon
Intuitive Surgical
ISRG
+$240K
5
NVDA icon
NVIDIA
NVDA
+$229K

Sector Composition

1 Technology 23.51%
2 Financials 8.19%
3 Consumer Discretionary 4.96%
4 Healthcare 4.81%
5 Communication Services 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.19M 0.45%
18,028
+375
52
$1.17M 0.45%
11,373
-191
53
$1.13M 0.43%
6,773
-133
54
$1.13M 0.43%
46,386
-1
55
$1.12M 0.43%
2,766
+15
56
$1.12M 0.43%
17,428
57
$1.08M 0.41%
4,034
-1
58
$989K 0.38%
18,285
-1
59
$955K 0.37%
39,356
+400
60
$952K 0.36%
1,428
-41
61
$942K 0.36%
3,133
+29
62
$853K 0.33%
20,335
-1,150
63
$806K 0.31%
3,935
-200
64
$800K 0.31%
1,788
-500
65
$788K 0.3%
2,282
-111
66
$765K 0.29%
14,825
-275
67
$720K 0.28%
4,247
+35
68
$707K 0.27%
1,673
-16
69
$688K 0.26%
1,008
+15
70
$678K 0.26%
6,095
71
$664K 0.25%
8,418
-12,842
72
$652K 0.25%
2,146
73
$651K 0.25%
10,722
-526
74
$642K 0.25%
1,934
-110
75
$640K 0.24%
4,164
-151
1 2
3
4 5