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
$147M
AUM Growth
+$31.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$3.36M
2
+$1.02M
3
+$936K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$504K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$463K

Top Sells

1
+$325K
2
+$315K
3
+$241K
4
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$224K
5
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$203K

Sector Composition

1 Technology 21.88%
2 Healthcare 7.86%
3 Financials 6.92%
4 Consumer Discretionary 5.61%
5 Industrials 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$355K 0.24%
8,973
102
$353K 0.24%
975
+190
103
$350K 0.24%
21,452
+200
104
$348K 0.24%
7,786
-350
105
$347K 0.24%
5,740
+26
106
$344K 0.23%
11,385
+82
107
$343K 0.23%
940
+255
108
$340K 0.23%
14,319
+1,132
109
$334K 0.23%
1,910
-24
110
$331K 0.23%
3,375
-125
111
$329K 0.22%
+4,575
112
$328K 0.22%
1,725
+15
113
$326K 0.22%
3,648
-200
114
$325K 0.22%
5,245
-125
115
$325K 0.22%
1,530
+120
116
$325K 0.22%
1,665
-135
117
$324K 0.22%
10,350
118
$323K 0.22%
12,485
-2,103
119
$317K 0.22%
1,928
+329
120
$317K 0.22%
3,455
+60
121
$316K 0.22%
5,260
+596
122
$314K 0.21%
1,429
+151
123
$314K 0.21%
2,206
+381
124
$310K 0.21%
1,455
125
$304K 0.21%
13,086
-219
3 4
5
6 7