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
$214M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$602K
3
+$467K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$258K
5
EMNT icon
PIMCO Enhanced Short Maturity Active ESG ETF
EMNT
+$252K

Top Sells

1
+$2.35M
2
+$815K
3
+$398K
4
MSFT icon
Microsoft
MSFT
+$247K
5
GILD icon
Gilead Sciences
GILD
+$210K

Sector Composition

1 Technology 20.53%
2 Financials 8.45%
3 Healthcare 7.58%
4 Consumer Discretionary 5.94%
5 Industrials 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$697K 0.33%
32,065
-513
77
$681K 0.32%
3,096
78
$668K 0.31%
2,238
-25
79
$662K 0.31%
5,330
80
$649K 0.3%
8,345
-925
81
$637K 0.3%
5,695
-50
82
$625K 0.29%
2,563
+27
83
$623K 0.29%
11,473
+500
84
$619K 0.29%
3,671
-40
85
$613K 0.29%
18,737
-250
86
$607K 0.28%
4,330
+2
87
$603K 0.28%
1,142
+7
88
$567K 0.27%
12,069
-75
89
$563K 0.26%
1,597
90
$559K 0.26%
1,141
-38
91
$541K 0.25%
2,343
-24
92
$540K 0.25%
4,625
+1
93
$537K 0.25%
3,980
-236
94
$534K 0.25%
20,512
-400
95
$533K 0.25%
6,553
96
$530K 0.25%
1,237
+37
97
$525K 0.25%
13,406
+75
98
$524K 0.25%
1,941
+4
99
$521K 0.24%
2,770
100
$505K 0.24%
5,245
2 3
4
5 6