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
$124M
AUM Growth
-$1.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$304K
2
+$286K
3
+$263K
4
TDTF icon
FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF
+$253K
5
HPE icon
Hewlett Packard
HPE
+$235K

Top Sells

1
+$382K
2
+$376K
3
+$248K
4
BIIB icon
Biogen
BIIB
+$203K
5
DHI icon
D.R. Horton
DHI
+$203K

Sector Composition

1 Technology 17.1%
2 Financials 9.63%
3 Healthcare 8.83%
4 Industrials 6.85%
5 Consumer Discretionary 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$473K 0.38%
3,026
+110
77
$472K 0.38%
2,910
+732
78
$455K 0.37%
4,525
+153
79
$454K 0.37%
1,711
+36
80
$452K 0.36%
6,300
81
$452K 0.36%
3,519
-218
82
$450K 0.36%
3,337
83
$444K 0.36%
13,852
-225
84
$437K 0.35%
10,485
+100
85
$432K 0.35%
3,545
86
$426K 0.34%
39,147
+5,030
87
$423K 0.34%
9,735
-100
88
$421K 0.34%
13,397
+150
89
$418K 0.34%
7,675
-1,706
90
$418K 0.34%
3,496
+200
91
$405K 0.33%
24,020
+710
92
$404K 0.33%
12,725
+4
93
$395K 0.32%
3,590
+500
94
$389K 0.31%
5,450
-500
95
$388K 0.31%
4,184
-159
96
$388K 0.31%
4,897
+577
97
$387K 0.31%
4,032
+250
98
$382K 0.31%
2,843
+5
99
$381K 0.31%
2,196
-75
100
$369K 0.3%
4,767
2 3
4
5 6