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
$188M
AUM Growth
+$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$950K
3
+$733K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$665K
5
AMGN icon
Amgen
AMGN
+$479K

Top Sells

1
+$1.48M
2
+$525K
3
+$432K
4
C icon
Citigroup
C
+$327K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$252K

Sector Composition

1 Technology 21.25%
2 Financials 7.88%
3 Healthcare 7.67%
4 Consumer Discretionary 5.79%
5 Industrials 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$625K 0.33%
3,190
77
$625K 0.33%
5,845
-235
78
$591K 0.31%
12,300
+195
79
$588K 0.31%
2,263
+635
80
$567K 0.3%
6,625
81
$559K 0.3%
2,120
+25
82
$550K 0.29%
10,973
+2,000
83
$544K 0.29%
3,686
-164
84
$544K 0.29%
8,763
85
$544K 0.29%
18,587
-4,450
86
$535K 0.28%
17,650
+2,828
87
$534K 0.28%
5,323
-99
88
$527K 0.28%
4,379
-354
89
$527K 0.28%
4,426
-866
90
$519K 0.28%
2,417
-30
91
$512K 0.27%
4,500
-25
92
$508K 0.27%
9,268
+9
93
$504K 0.27%
13,681
+684
94
$490K 0.26%
4,180
+40
95
$488K 0.26%
1,284
-40
96
$484K 0.26%
2,640
+6
97
$476K 0.25%
21,412
-40
98
$470K 0.25%
65,600
-11,500
99
$464K 0.25%
5,073
100
$459K 0.24%
5,316
-199
2 3
4
5 6