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
$188M
AUM Growth
+$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$950K
3
+$733K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$665K
5
AMGN icon
Amgen
AMGN
+$479K

Top Sells

1
+$1.48M
2
+$525K
3
+$432K
4
C icon
Citigroup
C
+$327K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$252K

Sector Composition

1 Technology 21.25%
2 Financials 7.88%
3 Healthcare 7.67%
4 Consumer Discretionary 5.79%
5 Industrials 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$457K 0.24%
2,087
+126
102
$452K 0.24%
3,355
-30
103
$448K 0.24%
13,472
104
$445K 0.24%
5,769
+341
105
$445K 0.24%
1,715
106
$434K 0.23%
2,042
+357
107
$431K 0.23%
1,918
-32
108
$429K 0.23%
13,512
-219
109
$428K 0.23%
15,404
+2,007
110
$427K 0.23%
2,870
111
$422K 0.22%
5,245
112
$416K 0.22%
7,073
+2
113
$405K 0.22%
13,398
+6
114
$404K 0.21%
1,477
-15
115
$404K 0.21%
1,535
-25
116
$399K 0.21%
9,646
+2
117
$398K 0.21%
855
-135
118
$380K 0.2%
2,875
-50
119
$375K 0.2%
2,990
120
$365K 0.19%
1,455
121
$362K 0.19%
9,597
-150
122
$354K 0.19%
2,500
-925
123
$354K 0.19%
3,332
-583
124
$352K 0.19%
488
+25
125
$351K 0.19%
308
-25
3 4
5
6 7