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
$224M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$848K
3
+$703K
4
WSM icon
Williams-Sonoma
WSM
+$279K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$250K

Top Sells

1
+$294K
2
+$283K
3
+$251K
4
AAPL icon
Apple
AAPL
+$238K
5
WBA
Walgreens Boots Alliance
WBA
+$225K

Sector Composition

1 Technology 22.59%
2 Financials 7.53%
3 Healthcare 6.45%
4 Consumer Discretionary 5.89%
5 Industrials 4.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$617K 0.28%
20,710
-2,500
77
$614K 0.27%
2,179
78
$614K 0.27%
17,935
79
$604K 0.27%
2,651
-25
80
$600K 0.27%
2,125
81
$587K 0.26%
1,430
-14
82
$584K 0.26%
3,655
+160
83
$581K 0.26%
5,330
84
$575K 0.26%
1,952
+100
85
$563K 0.25%
985
-55
86
$561K 0.25%
4,945
87
$551K 0.25%
12,719
-75
88
$549K 0.25%
4,218
+100
89
$548K 0.25%
3,914
+144
90
$546K 0.24%
6,058
91
$525K 0.23%
13,850
-200
92
$520K 0.23%
4,050
93
$503K 0.23%
9,304
-818
94
$502K 0.22%
1,082
-45
95
$481K 0.22%
19,552
96
$469K 0.21%
2,287
+55
97
$465K 0.21%
7,410
-1,025
98
$456K 0.2%
2,527
+250
99
$455K 0.2%
652
-15
100
$454K 0.2%
4,970
2 3
4
5 6