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
-$6.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$340K
3
+$278K
4
AMPH icon
Amphastar Pharmaceuticals
AMPH
+$258K
5
GEV icon
GE Vernova
GEV
+$251K

Top Sells

1
+$1.15M
2
+$403K
3
+$370K
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$363K
5
AAPL icon
Apple
AAPL
+$319K

Sector Composition

1 Technology 24.09%
2 Financials 8.21%
3 Consumer Discretionary 5.77%
4 Healthcare 5.68%
5 Communication Services 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$595K 0.26%
2,051
-3
77
$551K 0.24%
6,058
78
$548K 0.24%
4,420
-525
79
$543K 0.24%
1,931
-51
80
$528K 0.23%
265
-10
81
$520K 0.23%
2,279
-40
82
$519K 0.23%
3,109
-65
83
$510K 0.23%
4,774
-1
84
$504K 0.22%
1,190
85
$504K 0.22%
19,492
-60
86
$502K 0.22%
4,510
-1,025
87
$488K 0.22%
2,162
-55
88
$484K 0.22%
16,210
-250
89
$483K 0.21%
9,047
-213
90
$480K 0.21%
3,821
-200
91
$471K 0.21%
4,373
92
$441K 0.2%
837
+10
93
$436K 0.19%
9,905
94
$435K 0.19%
11,594
-350
95
$427K 0.19%
880
-105
96
$426K 0.19%
1,615
97
$424K 0.19%
18,667
-2
98
$416K 0.19%
6,096
99
$394K 0.18%
3,731
-137
100
$388K 0.17%
4,245
-25
2 3
4
5 6