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
$225M
AUM Growth
+$1.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$523K
2
+$206K
3
+$205K
4
MU icon
Micron Technology
MU
+$199K
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$196K

Top Sells

1
+$428K
2
+$386K
3
+$379K
4
NKE icon
Nike
NKE
+$266K
5
ORLY icon
O'Reilly Automotive
ORLY
+$235K

Sector Composition

1 Technology 24.48%
2 Financials 7.3%
3 Healthcare 6.07%
4 Consumer Discretionary 5.1%
5 Communication Services 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$588K 0.26%
6,058
77
$586K 0.26%
985
78
$578K 0.26%
4,050
79
$576K 0.26%
14,475
+625
80
$557K 0.25%
2,461
-183
81
$557K 0.25%
5,605
-35
82
$545K 0.24%
4,945
83
$544K 0.24%
17,570
-1,050
84
$543K 0.24%
3,645
-10
85
$543K 0.24%
2,129
-50
86
$533K 0.24%
4,975
-355
87
$519K 0.23%
17,460
-3,250
88
$513K 0.23%
1,852
-100
89
$510K 0.23%
1,365
-65
90
$506K 0.23%
9,582
+278
91
$497K 0.22%
3,124
-790
92
$484K 0.22%
2,267
-20
93
$484K 0.22%
587
-65
94
$480K 0.21%
12,269
-450
95
$464K 0.21%
19,552
96
$453K 0.2%
4,523
-20
97
$448K 0.2%
7,410
98
$447K 0.2%
300
99
$444K 0.2%
3,953
-265
100
$432K 0.19%
9,865
-86
2 3
4
5 6