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Tiemann Investment Advisors Portfolio holdings

AUM $255M
1-Year Est. Return 21.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$261M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$806K
2
+$754K
3
+$595K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$500K
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$351K

Top Sells

1
+$1.01M
2
+$875K
3
+$820K
4
ISRG icon
Intuitive Surgical
ISRG
+$240K
5
NVDA icon
NVIDIA
NVDA
+$229K

Sector Composition

1 Technology 23.51%
2 Financials 8.19%
3 Consumer Discretionary 4.96%
4 Healthcare 4.81%
5 Communication Services 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$613K 0.23%
20,250
-1,260
77
$609K 0.23%
990
+196
78
$608K 0.23%
7,249
79
$581K 0.22%
2,231
-35
80
$564K 0.22%
1,655
81
$562K 0.22%
4,285
-75
82
$553K 0.21%
3,481
-15
83
$543K 0.21%
12,357
+7,178
84
$539K 0.21%
19,332
85
$524K 0.2%
1,145
-10
86
$523K 0.2%
7,115
87
$523K 0.2%
4,565
88
$520K 0.2%
482
-20
89
$507K 0.19%
3,230
90
$507K 0.19%
9,355
91
$494K 0.19%
640
92
$492K 0.19%
2,082
-37
93
$489K 0.19%
39,081
94
$488K 0.19%
13,310
95
$488K 0.19%
3,940
96
$486K 0.19%
6,083
97
$477K 0.18%
8,225
98
$475K 0.18%
18,456
-1
99
$474K 0.18%
834
+42
100
$474K 0.18%
1,680
-100
2 3
4
5 6