TIA

Tiemann Investment Advisors Portfolio holdings

AUM $258M
1-Year Est. Return 21.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$244M
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$2.02M
3
+$1.39M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.36M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.07M

Top Sells

1
+$1.24M
2
+$1.14M
3
+$246K
4
AMPH icon
Amphastar Pharmaceuticals
AMPH
+$202K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$179K

Sector Composition

1 Technology 22.35%
2 Financials 8.32%
3 Healthcare 4.91%
4 Consumer Discretionary 4.64%
5 Industrials 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$581K 0.24%
4,360
77
$574K 0.24%
7,249
-680
78
$566K 0.23%
4,565
+95
79
$553K 0.23%
1,689
+18
80
$553K 0.23%
6,083
+125
81
$543K 0.22%
4,212
-645
82
$543K 0.22%
3,230
+100
83
$534K 0.22%
13,500
-500
84
$525K 0.21%
1,780
+85
85
$523K 0.21%
2,384
+143
86
$504K 0.21%
7,115
+3,100
87
$492K 0.2%
3,496
-125
88
$489K 0.2%
19,332
-160
89
$488K 0.2%
2,119
-50
90
$484K 0.2%
265
91
$483K 0.2%
1,655
+40
92
$469K 0.19%
640
93
$465K 0.19%
3,940
-383
94
$463K 0.19%
9,355
-550
95
$461K 0.19%
15,929
96
$458K 0.19%
2,655
97
$457K 0.19%
4,173
-351
98
$450K 0.18%
502
-20
99
$449K 0.18%
2,030
+156
100
$448K 0.18%
8,225
2 3
4
5 6