TIA
Tiemann Investment Advisors Portfolio holdings
AUM
$244M
This Quarter Return
+9.29%
1 Year Return
+16.53%
3 Year Return
+66.6%
5 Year Return
+115.4%
10 Year Return
+263.47%
AUM
$161M
AUM Growth
+$161M
(+10%)
Cap. Flow
+$12.2M
Cap. Flow
% of AUM
7.53%
Top 10 Holdings %
Top 10 Hldgs %
32.49%
Holding
189
New
8
Increased
71
Reduced
68
Closed
7
Top Buys
| 1 |
Apple
AAPL
|
$8.23M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.5M |
| 3 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$719K |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
$618K |
| 5 |
Tesla
TSLA
|
$555K |
Top Sells
| 1 |
Pan American Silver
PAAS
|
$547K |
| 2 |
Cloudflare
NET
|
$529K |
| 3 |
Invesco S&P MidCap Value with Momentum ETF
XMVM
|
$260K |
| 4 |
Phillips 66
PSX
|
$255K |
| 5 |
Boeing
BA
|
$219K |
Sector Composition
| 1 | Technology | 22.46% |
| 2 | Healthcare | 7.64% |
| 3 | Financials | 6.85% |
| 4 | Consumer Discretionary | 5.9% |
| 5 | Industrials | 5.27% |
