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
$154M
AUM Growth
-$33.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$361K
2
+$312K
3
+$245K
4
CAH icon
Cardinal Health
CAH
+$226K
5
NFLX icon
Netflix
NFLX
+$210K

Top Sells

1
+$2.31M
2
+$1.7M
3
+$1.39M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.33M
5
MSFT icon
Microsoft
MSFT
+$1.25M

Sector Composition

1 Technology 19.97%
2 Healthcare 7.66%
3 Financials 7.36%
4 Consumer Discretionary 6.08%
5 Consumer Staples 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$451K 0.29%
2,099
+9
77
$449K 0.29%
6,398
78
$442K 0.29%
1,237
-4,750
79
$434K 0.28%
4,667
80
$431K 0.28%
1,292
-10
81
$419K 0.27%
2,805
82
$415K 0.27%
17,830
83
$410K 0.27%
4,290
-4,000
84
$409K 0.27%
2,010
+10
85
$407K 0.26%
4,350
+65
86
$403K 0.26%
794
87
$399K 0.26%
77,231
+1,331
88
$397K 0.26%
2,520
89
$395K 0.26%
1,021
+10
90
$393K 0.25%
2,352
+25
91
$392K 0.25%
4,785
-25
92
$388K 0.25%
6,927
93
$383K 0.25%
4,851
-12,893
94
$380K 0.25%
1,654
-15
95
$377K 0.24%
1,234
+165
96
$375K 0.24%
5,120
97
$373K 0.24%
12,719
+150
98
$373K 0.24%
19,712
-400
99
$372K 0.24%
1,597
+166
100
$372K 0.24%
1,380
-20
2 3
4
5 6