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
$124M
AUM Growth
-$1.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$304K
2
+$286K
3
+$263K
4
TDTF icon
FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF
+$253K
5
HPE icon
Hewlett Packard
HPE
+$235K

Top Sells

1
+$382K
2
+$376K
3
+$248K
4
BIIB icon
Biogen
BIIB
+$203K
5
DHI icon
D.R. Horton
DHI
+$203K

Sector Composition

1 Technology 17.1%
2 Financials 9.63%
3 Healthcare 8.83%
4 Industrials 6.85%
5 Consumer Discretionary 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$365K 0.29%
1,519
-365
102
$363K 0.29%
21,000
+800
103
$359K 0.29%
5,249
+100
104
$359K 0.29%
2,610
+675
105
$348K 0.28%
5,245
+25
106
$346K 0.28%
15,758
107
$342K 0.28%
2,285
-150
108
$335K 0.27%
5,795
109
$329K 0.26%
6,700
110
$326K 0.26%
2,400
111
$320K 0.26%
11,330
+24
112
$316K 0.25%
10,665
+750
113
$313K 0.25%
10,350
+2,350
114
$312K 0.25%
65,450
+20,750
115
$308K 0.25%
5,533
-900
116
$307K 0.25%
3,288
117
$299K 0.24%
4,470
-50
118
$296K 0.24%
2,034
+1
119
$291K 0.23%
18,000
120
$289K 0.23%
2,078
-189
121
$287K 0.23%
26,320
-5,000
122
$286K 0.23%
+2,710
123
$286K 0.23%
1,385
124
$285K 0.23%
4,480
+2
125
$285K 0.23%
3,320
3 4
5
6 7