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
$183M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$755K
2
+$749K
3
+$477K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$280K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$267K

Top Sells

1
+$301K
2
+$228K
3
+$227K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$203K
5
DHR icon
Danaher
DHR
+$199K

Sector Composition

1 Technology 22.13%
2 Healthcare 7.12%
3 Financials 6.64%
4 Consumer Discretionary 5.11%
5 Consumer Staples 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$433K 0.24%
15,125
-1,300
102
$429K 0.23%
4,920
-200
103
$425K 0.23%
6,630
+730
104
$425K 0.23%
2,079
+5
105
$424K 0.23%
1,227
+42
106
$420K 0.23%
4,786
-65
107
$419K 0.23%
6,752
-50
108
$417K 0.23%
2,510
+1
109
$414K 0.23%
2,566
+50
110
$411K 0.22%
19,612
-100
111
$401K 0.22%
2,990
-50
112
$393K 0.21%
20,394
+800
113
$390K 0.21%
2,142
-35
114
$387K 0.21%
1,714
+50
115
$380K 0.21%
659
116
$363K 0.2%
9,342
+2,200
117
$361K 0.2%
2,191
+87
118
$358K 0.2%
1,925
+15
119
$357K 0.2%
9,455
120
$357K 0.2%
4,235
121
$354K 0.19%
3,325
122
$353K 0.19%
8,375
123
$339K 0.19%
4,392
-90
124
$338K 0.18%
8,075
+60
125
$332K 0.18%
2,532
-75
3 4
5
6 7