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
$125M
AUM Growth
+$633K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$249K
2
+$235K
3
+$225K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$220K
5
PTR
PETROCHINA COMPANY LIMITED ADS (REP 100 H SHARES)
PTR
+$216K

Top Sells

1
+$224K
2
+$164K
3
+$131K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$127K
5
VZ icon
Verizon
VZ
+$95.5K

Sector Composition

1 Technology 17.64%
2 Financials 9.38%
3 Healthcare 8.39%
4 Industrials 6.36%
5 Consumer Discretionary 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$360K 0.29%
4,551
-216
102
$357K 0.29%
3,390
-200
103
$348K 0.28%
5,029
-220
104
$343K 0.27%
4,400
-497
105
$342K 0.27%
1,504
-15
106
$337K 0.27%
4,600
107
$336K 0.27%
11,690
-1,035
108
$322K 0.26%
3,289
+1
109
$322K 0.26%
18,000
110
$322K 0.26%
6,700
111
$322K 0.26%
11,127
-203
112
$321K 0.26%
14,408
-1,350
113
$315K 0.25%
2,845
-100
114
$312K 0.25%
10,350
115
$311K 0.25%
13,690
+1,050
116
$308K 0.25%
3,320
117
$304K 0.24%
2,400
118
$302K 0.24%
2,710
119
$300K 0.24%
2,105
-180
120
$297K 0.24%
1,435
+50
121
$296K 0.24%
4,246
122
$295K 0.24%
65,450
123
$294K 0.24%
2,365
-140
124
$292K 0.23%
11,807
+1,561
125
$289K 0.23%
13,608
+9
3 4
5
6 7