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
$206M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$1.08M
3
+$549K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$360K
5
FITB icon
Fifth Third Bancorp
FITB
+$237K

Top Sells

1
+$541K
2
+$370K
3
+$370K
4
O icon
Realty Income
O
+$319K
5
MSFT icon
Microsoft
MSFT
+$259K

Sector Composition

1 Technology 22.71%
2 Financials 6.76%
3 Healthcare 6.54%
4 Consumer Discretionary 5.52%
5 Industrials 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$583K 0.28%
2,586
+125
77
$581K 0.28%
10,122
-5,547
78
$577K 0.28%
1,186
+89
79
$577K 0.28%
1,444
+35
80
$561K 0.27%
12,794
-600
81
$554K 0.27%
2,191
-35
82
$552K 0.27%
2,125
-15
83
$549K 0.27%
4,118
-179
84
$536K 0.26%
1,040
-15
85
$523K 0.25%
5,790
+150
86
$507K 0.25%
850
+55
87
$501K 0.24%
2,676
+350
88
$497K 0.24%
4,249
+167
89
$483K 0.23%
6,058
-115
90
$481K 0.23%
4,945
-35
91
$477K 0.23%
4,970
-275
92
$473K 0.23%
14,050
-725
93
$468K 0.23%
2,232
+165
94
$464K 0.23%
3,495
-450
95
$463K 0.22%
1,127
+71
96
$462K 0.22%
19,552
-60
97
$444K 0.22%
1,852
98
$440K 0.21%
2,036
+22
99
$427K 0.21%
13,925
-750
100
$426K 0.21%
4,393
-366
2 3
4
5 6