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
$206M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$1.08M
3
+$549K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$360K
5
FITB icon
Fifth Third Bancorp
FITB
+$237K

Top Sells

1
+$541K
2
+$370K
3
+$370K
4
O icon
Realty Income
O
+$319K
5
MSFT icon
Microsoft
MSFT
+$259K

Sector Composition

1 Technology 22.71%
2 Financials 6.76%
3 Healthcare 6.54%
4 Consumer Discretionary 5.52%
5 Industrials 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$424K 0.21%
1,546
-49
102
$419K 0.2%
4,050
103
$416K 0.2%
4,461
-500
104
$411K 0.2%
2,582
-50
105
$407K 0.2%
9,901
106
$401K 0.19%
2,362
+240
107
$397K 0.19%
4,190
-50
108
$388K 0.19%
667
-5
109
$384K 0.19%
3,770
+505
110
$384K 0.19%
13,325
+200
111
$383K 0.19%
1,585
-100
112
$383K 0.19%
3,525
+185
113
$380K 0.18%
4,235
114
$375K 0.18%
6,367
-295
115
$373K 0.18%
1,370
+40
116
$367K 0.18%
8,225
-50
117
$367K 0.18%
9,355
118
$366K 0.18%
2,240
+265
119
$362K 0.18%
6,296
-37
120
$361K 0.18%
310
-12
121
$356K 0.17%
1,366
-15
122
$349K 0.17%
1,120
-18
123
$348K 0.17%
817
+92
124
$348K 0.17%
18,759
125
$344K 0.17%
1,194
-140
3 4
5
6 7