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
$147M
AUM Growth
+$31.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$3.36M
2
+$1.02M
3
+$936K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$504K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$463K

Top Sells

1
+$325K
2
+$315K
3
+$241K
4
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$224K
5
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$203K

Sector Composition

1 Technology 21.88%
2 Healthcare 7.86%
3 Financials 6.92%
4 Consumer Discretionary 5.61%
5 Industrials 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$469K 0.32%
7,609
+167
77
$466K 0.32%
3,256
-12
78
$462K 0.32%
3,712
+387
79
$459K 0.31%
4,700
-100
80
$451K 0.31%
2,446
+1
81
$429K 0.29%
2,870
+150
82
$425K 0.29%
2,150
+161
83
$422K 0.29%
5,730
+1,190
84
$421K 0.29%
1,784
+100
85
$420K 0.29%
2,481
+251
86
$418K 0.29%
2,990
87
$408K 0.28%
13,155
+158
88
$406K 0.28%
8,100
-60
89
$406K 0.28%
10,170
+1,725
90
$405K 0.28%
9,064
+630
91
$401K 0.27%
10,275
+925
92
$398K 0.27%
13,905
93
$392K 0.27%
1,324
+1
94
$377K 0.26%
4,723
-150
95
$377K 0.26%
5,420
-173
96
$374K 0.26%
7,315
-235
97
$371K 0.25%
13,522
98
$363K 0.25%
+1,501
99
$361K 0.25%
13,331
+14
100
$358K 0.24%
13,397
-44
2 3
4
5 6