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
$84.5M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$4.08M
2
+$2.92M
3
+$2.73M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.46M
5
MSFT icon
Microsoft
MSFT
+$2.21M

Top Sells

No sells this quarter

Sector Composition

1 Technology 13.89%
2 Healthcare 10.43%
3 Industrials 9.54%
4 Energy 9.35%
5 Financials 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$284K 0.34%
+7,035
102
$284K 0.34%
+1,055
103
$283K 0.34%
+1,966
104
$283K 0.34%
+2,695
105
$280K 0.33%
+7,150
106
$278K 0.33%
+6,875
107
$276K 0.33%
+2,225
108
$275K 0.33%
+5,589
109
$269K 0.32%
+11,141
110
$269K 0.32%
+2,988
111
$261K 0.31%
+2,495
112
$259K 0.31%
+5,577
113
$257K 0.3%
+3,365
114
$256K 0.3%
+19,310
115
$255K 0.3%
+3,455
116
$253K 0.3%
+6,188
117
$251K 0.3%
+4,925
118
$250K 0.3%
+2,189
119
$236K 0.28%
+8,000
120
$236K 0.28%
+3,145
121
$235K 0.28%
+2,825
122
$234K 0.28%
+3,791
123
$234K 0.28%
+4,040
124
$233K 0.28%
+15,075
125
$229K 0.27%
+1,420
2 3 4
5
6