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
$224M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$848K
3
+$703K
4
WSM icon
Williams-Sonoma
WSM
+$279K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$250K

Top Sells

1
+$294K
2
+$283K
3
+$251K
4
AAPL icon
Apple
AAPL
+$238K
5
WBA
Walgreens Boots Alliance
WBA
+$225K

Sector Composition

1 Technology 22.59%
2 Financials 7.53%
3 Healthcare 6.45%
4 Consumer Discretionary 5.89%
5 Industrials 4.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$440K 0.2%
1,620
+35
102
$439K 0.2%
4,543
+150
103
$428K 0.19%
2,240
104
$424K 0.19%
4,235
105
$421K 0.19%
2,132
+96
106
$420K 0.19%
4,190
107
$417K 0.19%
4,426
-35
108
$416K 0.19%
825
-25
109
$416K 0.19%
9,951
+50
110
$407K 0.18%
8,225
111
$404K 0.18%
2,582
112
$400K 0.18%
2,287
-75
113
$393K 0.18%
817
114
$392K 0.18%
2,355
+196
115
$390K 0.17%
6,367
116
$386K 0.17%
1,110
-10
117
$383K 0.17%
9,255
-100
118
$380K 0.17%
18,675
-84
119
$380K 0.17%
1,220
-150
120
$376K 0.17%
2,425
121
$375K 0.17%
300
-10
122
$366K 0.16%
9,885
123
$366K 0.16%
6,296
124
$364K 0.16%
11,425
-2,500
125
$358K 0.16%
2,765
3 4
5
6 7