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
$131M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$703K
2
+$449K
3
+$345K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$340K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$337K

Top Sells

1
+$201K
2
+$200K
3
+$119K
4
RTX icon
RTX Corp
RTX
+$117K
5
EL icon
Estee Lauder
EL
+$82.6K

Sector Composition

1 Technology 17.61%
2 Financials 8.89%
3 Healthcare 8.85%
4 Industrials 6.07%
5 Consumer Discretionary 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$372K 0.28%
82,800
-7,000
102
$370K 0.28%
1,876
+1
103
$369K 0.28%
67,250
+1,800
104
$364K 0.28%
2,075
+1
105
$362K 0.28%
37,572
-1,719
106
$360K 0.27%
9,000
+500
107
$359K 0.27%
7,528
108
$359K 0.27%
4,600
109
$357K 0.27%
3,321
+1
110
$354K 0.27%
14,223
111
$351K 0.27%
5,129
+200
112
$345K 0.26%
+14,905
113
$342K 0.26%
13,725
+606
114
$338K 0.26%
1,235
-200
115
$329K 0.25%
4,095
+75
116
$319K 0.24%
2,850
117
$318K 0.24%
12,622
+1,007
118
$318K 0.24%
10,919
+1,563
119
$316K 0.24%
10,350
120
$315K 0.24%
1,734
+230
121
$311K 0.24%
5,005
+1,115
122
$302K 0.23%
3,325
+5
123
$299K 0.23%
+3,661
124
$298K 0.23%
13,308
-175
125
$292K 0.22%
2,382
3 4
5
6 7