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
$97.6M
AUM Growth
+$1.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$293K
2
+$286K
3
+$262K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$258K
5
DD icon
DuPont de Nemours
DD
+$233K

Top Sells

1
+$215K
2
+$214K
3
+$213K
4
ROST icon
Ross Stores
ROST
+$212K
5
FLR icon
Fluor
FLR
+$208K

Sector Composition

1 Technology 15.46%
2 Healthcare 12.96%
3 Financials 9.84%
4 Consumer Discretionary 8.32%
5 Industrials 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$400K 0.41%
1,780
+175
77
$398K 0.41%
5,641
-200
78
$394K 0.4%
28,879
79
$382K 0.39%
25,090
-450
80
$376K 0.39%
4,166
81
$367K 0.38%
7,083
-919
82
$366K 0.38%
34,098
+31
83
$363K 0.37%
4,212
+700
84
$362K 0.37%
897
+38
85
$358K 0.37%
6,066
+46
86
$358K 0.37%
6,620
-410
87
$357K 0.37%
4,589
-316
88
$356K 0.36%
24,780
+1,080
89
$352K 0.36%
5,236
+64
90
$349K 0.36%
3,290
+200
91
$347K 0.36%
3,441
+500
92
$344K 0.35%
4,269
+325
93
$342K 0.35%
8,825
94
$340K 0.35%
3,567
+65
95
$333K 0.34%
3,605
+150
96
$332K 0.34%
11,050
+200
97
$327K 0.34%
20,589
+4,100
98
$324K 0.33%
6,040
-250
99
$323K 0.33%
3,320
+315
100
$322K 0.33%
13,620
-720
2 3
4
5 6