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
$84.5M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$4.08M
2
+$2.92M
3
+$2.73M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.46M
5
MSFT icon
Microsoft
MSFT
+$2.21M

Top Sells

No sells this quarter

Sector Composition

1 Technology 13.89%
2 Healthcare 10.43%
3 Industrials 9.54%
4 Energy 9.35%
5 Financials 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$383K 0.45%
+13,150
77
$375K 0.44%
+5,268
78
$367K 0.43%
+12,825
79
$364K 0.43%
+11,850
80
$361K 0.43%
+3,724
81
$356K 0.42%
+4,619
82
$354K 0.42%
+4,630
83
$354K 0.42%
+6,581
84
$351K 0.42%
+11,016
85
$338K 0.4%
+12,615
86
$335K 0.4%
+8,153
87
$334K 0.4%
+4,843
88
$332K 0.39%
+3,475
89
$330K 0.39%
+6,031
90
$325K 0.38%
+25,576
91
$325K 0.38%
+3,866
92
$323K 0.38%
+4,290
93
$318K 0.38%
+1,792
94
$315K 0.37%
+4,808
95
$310K 0.37%
+3,092
96
$302K 0.36%
+5,432
97
$301K 0.36%
+3,990
98
$297K 0.35%
+40,470
99
$296K 0.35%
+5,164
100
$285K 0.34%
+3,145
2 3
4
5 6