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
$131M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$703K
2
+$449K
3
+$345K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$340K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$337K

Top Sells

1
+$201K
2
+$200K
3
+$119K
4
RTX icon
RTX Corp
RTX
+$117K
5
EL icon
Estee Lauder
EL
+$82.6K

Sector Composition

1 Technology 17.61%
2 Financials 8.89%
3 Healthcare 8.85%
4 Industrials 6.07%
5 Consumer Discretionary 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$464K 0.35%
1,632
+3
77
$463K 0.35%
4,232
+685
78
$462K 0.35%
11,567
+1,582
79
$454K 0.35%
16,440
80
$453K 0.34%
4,357
+75
81
$451K 0.34%
2,696
+15
82
$442K 0.34%
6,455
+150
83
$440K 0.34%
1,650
84
$438K 0.33%
9,338
-150
85
$437K 0.33%
5,195
-225
86
$436K 0.33%
3,445
87
$434K 0.33%
2,280
-15
88
$420K 0.32%
2,189
-14
89
$412K 0.31%
13,972
+400
90
$411K 0.31%
3,320
-70
91
$407K 0.31%
8,421
-793
92
$406K 0.31%
15,083
+250
93
$405K 0.31%
4,501
94
$386K 0.29%
7,309
-92
95
$379K 0.29%
5,100
-60
96
$377K 0.29%
7,284
-497
97
$377K 0.29%
11,205
+26
98
$375K 0.29%
3,937
99
$375K 0.29%
21,440
+40
100
$373K 0.28%
23,820
+100
2 3
4
5 6