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
$237M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$738K
3
+$645K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$537K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$490K

Top Sells

1
+$383K
2
+$259K
3
+$251K
4
HD icon
Home Depot
HD
+$224K
5
SNPS icon
Synopsys
SNPS
+$184K

Sector Composition

1 Technology 22.49%
2 Healthcare 7.91%
3 Financials 7.8%
4 Consumer Discretionary 5.69%
5 Industrials 5.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$526K 0.22%
5,080
-50
102
$525K 0.22%
20,512
103
$501K 0.21%
9,236
104
$498K 0.21%
4,595
+150
105
$497K 0.21%
4,737
-70
106
$497K 0.21%
1,435
107
$493K 0.21%
13,121
+5
108
$491K 0.21%
9,920
-250
109
$488K 0.21%
5,245
110
$479K 0.2%
12,322
111
$478K 0.2%
8,067
-142
112
$475K 0.2%
1,362
-4
113
$475K 0.2%
1,891
+1
114
$472K 0.2%
1,710
-50
115
$471K 0.2%
75,900
-12,500
116
$464K 0.2%
1,259
-500
117
$462K 0.2%
1,347
-230
118
$462K 0.2%
4,450
+50
119
$461K 0.19%
3,225
-10
120
$454K 0.19%
7,735
+100
121
$452K 0.19%
13,800
122
$447K 0.19%
1,469
+1
123
$447K 0.19%
6,630
+2
124
$446K 0.19%
2,520
+30
125
$436K 0.18%
4,224
+1,260
3 4
5
6 7