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
$216M
AUM Growth
-$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$718K
2
+$708K
3
+$315K
4
TSLA icon
Tesla
TSLA
+$297K
5
NET icon
Cloudflare
NET
+$278K

Top Sells

1
+$1.48M
2
+$422K
3
+$347K
4
FBIN icon
Fortune Brands Innovations
FBIN
+$309K
5
MSFT icon
Microsoft
MSFT
+$305K

Sector Composition

1 Technology 21.62%
2 Financials 7.97%
3 Healthcare 7.91%
4 Consumer Discretionary 5.35%
5 Industrials 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$630K 0.29%
4,780
-152
77
$615K 0.28%
18,287
+550
78
$613K 0.28%
75,900
79
$592K 0.27%
12,644
-140
80
$585K 0.27%
10,501
+820
81
$582K 0.27%
2,630
-731
82
$575K 0.27%
2,324
-149
83
$556K 0.26%
17,830
-2,000
84
$553K 0.26%
4,980
-100
85
$545K 0.25%
1,312
-35
86
$529K 0.24%
13,800
87
$527K 0.24%
4,717
-20
88
$515K 0.24%
5,660
-55
89
$511K 0.24%
1,547
-98
90
$507K 0.23%
5,170
-75
91
$505K 0.23%
2,011
+43
92
$502K 0.23%
2,169
-54
93
$500K 0.23%
1,745
+35
94
$497K 0.23%
6,023
-2,753
95
$496K 0.23%
3,815
-238
96
$489K 0.23%
1,350
97
$486K 0.22%
20,512
98
$485K 0.22%
6,398
-25
99
$477K 0.22%
2,990
100
$475K 0.22%
4,235
-392
2 3
4
5 6