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
$96.3M
AUM Growth
+$3.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$368K
2
+$299K
3
+$259K
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$256K
5
MAR icon
Marriott International
MAR
+$247K

Top Sells

1
+$458K
2
+$364K
3
+$241K
4
CEF icon
Sprott Physical Gold and Silver Trust
CEF
+$212K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$210K

Sector Composition

1 Technology 14.95%
2 Healthcare 12.77%
3 Financials 9.46%
4 Consumer Discretionary 8.63%
5 Industrials 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$306K 0.32%
10,850
+3,000
102
$305K 0.32%
4,925
103
$299K 0.31%
3,005
+278
104
$299K 0.31%
+16,489
105
$298K 0.31%
6,290
-420
106
$294K 0.31%
2,721
+1
107
$293K 0.3%
3,512
+290
108
$292K 0.3%
4,595
+430
109
$286K 0.3%
10,700
+600
110
$285K 0.3%
2,941
-449
111
$283K 0.29%
13,350
+3,350
112
$281K 0.29%
24,123
-943
113
$280K 0.29%
6,300
-125
114
$277K 0.29%
2,975
-100
115
$276K 0.29%
25,002
+9
116
$272K 0.28%
5,118
-931
117
$269K 0.28%
2,365
-450
118
$269K 0.28%
3,699
+25
119
$265K 0.28%
4,725
+360
120
$261K 0.27%
3,849
+90
121
$260K 0.27%
6,206
-1,600
122
$259K 0.27%
+16,050
123
$257K 0.27%
2,335
-160
124
$254K 0.26%
11,200
+500
125
$254K 0.26%
2,607
-124
3 4
5
6 7