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
$146M
AUM Growth
+$8.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$673K
3
+$293K
4
NFLX icon
Netflix
NFLX
+$239K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$229K

Top Sells

1
+$362K
2
+$257K
3
+$250K
4
KMX icon
CarMax
KMX
+$244K
5
ALB icon
Albemarle
ALB
+$213K

Sector Composition

1 Technology 17.68%
2 Financials 9.51%
3 Healthcare 7.65%
4 Industrials 5.55%
5 Consumer Discretionary 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$397K 0.27%
5,204
+125
102
$396K 0.27%
4,955
+50
103
$396K 0.27%
4,500
-650
104
$388K 0.26%
7,240
+2
105
$386K 0.26%
2,033
+16
106
$383K 0.26%
13,017
-100
107
$382K 0.26%
1,584
+55
108
$381K 0.26%
22,664
-300
109
$378K 0.26%
3,735
-700
110
$364K 0.25%
1,845
-495
111
$363K 0.25%
35,495
-1,843
112
$357K 0.24%
13,905
113
$344K 0.23%
13,441
-795
114
$343K 0.23%
5,613
-150
115
$340K 0.23%
1,298
-195
116
$326K 0.22%
2,382
117
$324K 0.22%
13,443
-69
118
$321K 0.22%
8,115
-15
119
$320K 0.22%
4,249
-118
120
$319K 0.22%
10,350
121
$315K 0.22%
4,654
-870
122
$312K 0.21%
8,282
-235
123
$312K 0.21%
4,745
124
$309K 0.21%
2,990
125
$308K 0.21%
9,091
-23
3 4
5
6 7