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
$216M
AUM Growth
-$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$718K
2
+$708K
3
+$315K
4
TSLA icon
Tesla
TSLA
+$297K
5
NET icon
Cloudflare
NET
+$278K

Top Sells

1
+$1.48M
2
+$422K
3
+$347K
4
FBIN icon
Fortune Brands Innovations
FBIN
+$309K
5
MSFT icon
Microsoft
MSFT
+$305K

Sector Composition

1 Technology 21.62%
2 Financials 7.97%
3 Healthcare 7.91%
4 Consumer Discretionary 5.35%
5 Industrials 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$470K 0.22%
796
-24
102
$463K 0.21%
2,382
+355
103
$458K 0.21%
9,920
104
$456K 0.21%
3,228
+4
105
$455K 0.21%
1,425
-10
106
$453K 0.21%
2,203
+5
107
$450K 0.21%
4,444
+220
108
$448K 0.21%
931
-130
109
$441K 0.2%
2,508
+50
110
$434K 0.2%
4,285
-165
111
$431K 0.2%
1,938
-408
112
$425K 0.2%
6,852
-1,215
113
$421K 0.19%
2,608
+432
114
$420K 0.19%
2,580
-75
115
$418K 0.19%
9,121
-115
116
$414K 0.19%
5,666
-240
117
$414K 0.19%
6,110
-520
118
$413K 0.19%
2,250
119
$410K 0.19%
2,000
-468
120
$405K 0.19%
11,455
-867
121
$402K 0.19%
11,066
+160
122
$399K 0.18%
22,331
-606
123
$398K 0.18%
2,520
-138
124
$398K 0.18%
2,955
+695
125
$395K 0.18%
894
3 4
5
6 7