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
$125M
AUM Growth
+$633K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$249K
2
+$235K
3
+$225K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$220K
5
PTR
PETROCHINA COMPANY LIMITED ADS (REP 100 H SHARES)
PTR
+$216K

Top Sells

1
+$224K
2
+$164K
3
+$131K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$127K
5
VZ icon
Verizon
VZ
+$95.5K

Sector Composition

1 Technology 17.64%
2 Financials 9.38%
3 Healthcare 8.39%
4 Industrials 6.36%
5 Consumer Discretionary 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$467K 0.37%
2,132
-49
77
$463K 0.37%
3,496
78
$452K 0.36%
3,356
+19
79
$451K 0.36%
3,393
-126
80
$449K 0.36%
2,196
81
$449K 0.36%
1,643
-68
82
$444K 0.36%
5,570
+325
83
$443K 0.35%
2,827
-199
84
$442K 0.35%
3,937
-95
85
$437K 0.35%
14,583
+731
86
$427K 0.34%
9,740
+5
87
$419K 0.34%
5,650
+200
88
$419K 0.34%
3,445
-100
89
$411K 0.33%
9,985
-500
90
$410K 0.33%
39,188
+41
91
$409K 0.33%
13,397
92
$404K 0.32%
2,535
-75
93
$403K 0.32%
2,843
94
$401K 0.32%
9,056
-1,648
95
$397K 0.32%
6,130
-170
96
$388K 0.31%
2,914
+4
97
$388K 0.31%
23,470
-550
98
$386K 0.31%
21,000
99
$381K 0.31%
4,041
-143
100
$381K 0.31%
7,775
+100
2 3
4
5 6