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
$154M
AUM Growth
-$33.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$361K
2
+$312K
3
+$245K
4
CAH icon
Cardinal Health
CAH
+$226K
5
NFLX icon
Netflix
NFLX
+$210K

Top Sells

1
+$2.31M
2
+$1.7M
3
+$1.39M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.33M
5
MSFT icon
Microsoft
MSFT
+$1.25M

Sector Composition

1 Technology 19.97%
2 Healthcare 7.66%
3 Financials 7.36%
4 Consumer Discretionary 6.08%
5 Consumer Staples 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$372K 0.24%
10,183
+263
102
$370K 0.24%
4,580
-50
103
$357K 0.23%
2,990
104
$355K 0.23%
2,534
+1
105
$352K 0.23%
2,275
+100
106
$351K 0.23%
3,115
-10
107
$351K 0.23%
4,482
+10
108
$334K 0.22%
3,675
109
$331K 0.21%
2,027
-230
110
$325K 0.21%
8,552
-3,599
111
$322K 0.21%
2,169
112
$319K 0.21%
4,730
+90
113
$312K 0.2%
+3,753
114
$304K 0.2%
3,235
+4
115
$302K 0.2%
10,350
116
$301K 0.2%
4,231
-1,425
117
$301K 0.2%
4,235
118
$301K 0.2%
5,875
+200
119
$300K 0.19%
8,015
+500
120
$299K 0.19%
1,458
-6,790
121
$292K 0.19%
10,724
+43
122
$291K 0.19%
2,154
+55
123
$291K 0.19%
3,049
-1,235
124
$289K 0.19%
1,284
-2,781
125
$283K 0.18%
2,382
-1,595
3 4
5
6 7