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
$232M
AUM Growth
+$7.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$326K
2
+$271K
3
+$235K
4
THC icon
Tenet Healthcare
THC
+$224K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$221K

Top Sells

1
+$1.83M
2
+$610K
3
+$495K
4
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$470K
5
TDTT icon
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT
+$294K

Sector Composition

1 Technology 23.05%
2 Financials 7.65%
3 Healthcare 6.23%
4 Consumer Discretionary 5.53%
5 Industrials 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$589K 0.25%
3,280
-365
77
$587K 0.25%
9,260
-322
78
$574K 0.25%
14,475
79
$572K 0.25%
2,319
-142
80
$565K 0.24%
1,746
-106
81
$542K 0.23%
1,982
-199
82
$541K 0.23%
4,945
83
$539K 0.23%
4,775
-200
84
$534K 0.23%
275
-25
85
$532K 0.23%
5,535
-70
86
$504K 0.22%
4,373
-150
87
$503K 0.22%
19,552
88
$499K 0.22%
11,944
-325
89
$499K 0.22%
985
90
$498K 0.22%
16,460
-1,000
91
$497K 0.21%
1,190
-175
92
$491K 0.21%
6,096
-200
93
$488K 0.21%
3,868
-85
94
$488K 0.21%
1,615
-500
95
$478K 0.21%
4,270
+35
96
$474K 0.2%
2,040
-24
97
$474K 0.2%
9,905
+40
98
$458K 0.2%
2,217
-50
99
$456K 0.2%
1,530
+26
100
$455K 0.2%
587
2 3
4
5 6