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
$183M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$755K
2
+$749K
3
+$477K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$280K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$267K

Top Sells

1
+$301K
2
+$228K
3
+$227K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$203K
5
DHR icon
Danaher
DHR
+$199K

Sector Composition

1 Technology 22.13%
2 Healthcare 7.12%
3 Financials 6.64%
4 Consumer Discretionary 5.11%
5 Consumer Staples 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$533K 0.29%
13,800
77
$527K 0.29%
1,612
-55
78
$519K 0.28%
1,257
+25
79
$514K 0.28%
6,250
+500
80
$512K 0.28%
5,240
+610
81
$509K 0.28%
2,226
+192
82
$506K 0.28%
1,237
83
$503K 0.28%
4,450
+150
84
$501K 0.27%
13,219
85
$488K 0.27%
2,140
-75
86
$488K 0.27%
6,498
87
$484K 0.26%
1,683
+1
88
$478K 0.26%
2,002
+17
89
$475K 0.26%
4,290
90
$473K 0.26%
2,825
91
$456K 0.25%
1,180
-69
92
$454K 0.25%
1,276
-64
93
$451K 0.25%
1,011
+85
94
$449K 0.25%
77,231
95
$448K 0.24%
16,780
-1,050
96
$442K 0.24%
2,312
97
$440K 0.24%
10,901
+18
98
$438K 0.24%
4,544
-90
99
$436K 0.24%
2,990
100
$434K 0.24%
3,342
+103
2 3
4
5 6