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
$214M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$602K
3
+$467K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$258K
5
EMNT icon
PIMCO Enhanced Short Maturity Active ESG ETF
EMNT
+$252K

Top Sells

1
+$2.35M
2
+$815K
3
+$398K
4
MSFT icon
Microsoft
MSFT
+$247K
5
GILD icon
Gilead Sciences
GILD
+$210K

Sector Composition

1 Technology 20.53%
2 Financials 8.45%
3 Healthcare 7.58%
4 Consumer Discretionary 5.94%
5 Industrials 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$502K 0.23%
13,800
102
$501K 0.23%
5,075
-158
103
$500K 0.23%
13,222
104
$485K 0.23%
1,759
+44
105
$476K 0.22%
4,450
-100
106
$474K 0.22%
8,010
+375
107
$472K 0.22%
8,721
-547
108
$471K 0.22%
2,014
+1
109
$454K 0.21%
13,135
+23
110
$451K 0.21%
9,299
+3
111
$449K 0.21%
2,047
112
$446K 0.21%
9,173
-399
113
$446K 0.21%
3,335
-10
114
$445K 0.21%
7,046
-400
115
$436K 0.2%
6,526
-1,020
116
$435K 0.2%
2,275
-370
117
$435K 0.2%
5,932
-153
118
$434K 0.2%
2,990
119
$433K 0.2%
2,250
120
$429K 0.2%
1,485
121
$429K 0.2%
850
+10
122
$425K 0.2%
13,260
+6
123
$422K 0.2%
1,467
+1
124
$416K 0.19%
6,826
-149
125
$415K 0.19%
1,810
-10
3 4
5
6 7