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
$146M
AUM Growth
+$8.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$673K
3
+$293K
4
NFLX icon
Netflix
NFLX
+$239K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$229K

Top Sells

1
+$362K
2
+$257K
3
+$250K
4
KMX icon
CarMax
KMX
+$244K
5
ALB icon
Albemarle
ALB
+$213K

Sector Composition

1 Technology 17.68%
2 Financials 9.51%
3 Healthcare 7.65%
4 Industrials 5.55%
5 Consumer Discretionary 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$488K 0.33%
65,450
-1,800
77
$486K 0.33%
10,933
-500
78
$484K 0.33%
2,745
79
$484K 0.33%
13,023
-1,000
80
$472K 0.32%
8,534
-953
81
$465K 0.32%
5,867
-118
82
$462K 0.32%
1,400
-150
83
$462K 0.32%
7,825
-238
84
$457K 0.31%
12,956
+55
85
$456K 0.31%
3,315
-55
86
$454K 0.31%
13,957
-729
87
$441K 0.3%
13,472
-500
88
$438K 0.3%
1,908
+106
89
$431K 0.29%
12,233
-4,463
90
$430K 0.29%
6,250
-55
91
$429K 0.29%
4,701
92
$426K 0.29%
18,000
93
$426K 0.29%
3,825
-112
94
$418K 0.29%
11,278
+25
95
$417K 0.28%
22,052
+140
96
$406K 0.28%
3,325
97
$405K 0.28%
3,255
-639
98
$403K 0.28%
13,112
+2
99
$401K 0.27%
8,925
+150
100
$399K 0.27%
2,205
-58
2 3
4
5 6