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
$237M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$738K
3
+$645K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$537K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$490K

Top Sells

1
+$383K
2
+$259K
3
+$251K
4
HD icon
Home Depot
HD
+$224K
5
SNPS icon
Synopsys
SNPS
+$184K

Sector Composition

1 Technology 22.49%
2 Healthcare 7.91%
3 Financials 7.8%
4 Consumer Discretionary 5.69%
5 Industrials 5.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$728K 0.31%
19,830
-500
77
$692K 0.29%
13,326
-775
78
$689K 0.29%
8,995
+825
79
$683K 0.29%
1,061
-5
80
$668K 0.28%
5,715
+20
81
$663K 0.28%
2,473
+162
82
$645K 0.27%
1,070
+3
83
$643K 0.27%
12,784
+50
84
$631K 0.27%
8,776
+4,076
85
$630K 0.27%
1,645
-200
86
$588K 0.25%
17,737
+375
87
$579K 0.24%
11,994
+150
88
$578K 0.24%
2,198
+5
89
$576K 0.24%
1,968
+24
90
$575K 0.24%
2,223
91
$573K 0.24%
2,750
92
$559K 0.24%
4,627
+1
93
$550K 0.23%
9,681
+2,666
94
$549K 0.23%
2,658
-5
95
$548K 0.23%
6,423
96
$547K 0.23%
820
+20
97
$542K 0.23%
4,053
-237
98
$538K 0.23%
2,468
+3
99
$537K 0.23%
+1,350
100
$528K 0.22%
5,658
-104
2 3
4
5 6