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
$187M
AUM Growth
-$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$1.1M
3
+$953K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$943K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$707K

Top Sells

1
+$379K
2
+$242K
3
+$229K
4
AMD icon
Advanced Micro Devices
AMD
+$224K
5
EWL icon
iShares MSCI Switzerland ETF
EWL
+$207K

Sector Composition

1 Technology 18.46%
2 Healthcare 8.56%
3 Financials 7.61%
4 Consumer Discretionary 4.86%
5 Consumer Staples 4.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$413K 0.22%
9,920
102
$407K 0.22%
5,120
-50
103
$404K 0.22%
2,327
-55
104
$403K 0.22%
1,400
-25
105
$397K 0.21%
4,284
-160
106
$393K 0.21%
2,990
107
$392K 0.21%
20,112
-400
108
$390K 0.21%
1,302
-10
109
$390K 0.21%
1,011
+80
110
$389K 0.21%
1,669
111
$387K 0.21%
2,000
112
$381K 0.2%
4,285
113
$380K 0.2%
4,235
114
$380K 0.2%
884
-10
115
$376K 0.2%
2,257
-25
116
$374K 0.2%
2,580
117
$373K 0.2%
2,805
118
$368K 0.2%
11,216
+150
119
$366K 0.2%
17,466
-4,865
120
$347K 0.19%
2,520
121
$346K 0.18%
4,472
-13
122
$345K 0.18%
2,533
+25
123
$345K 0.18%
3,231
+3
124
$344K 0.18%
1,431
+1
125
$344K 0.18%
11,455
3 4
5
6 7