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
$225M
AUM Growth
+$1.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$523K
2
+$206K
3
+$205K
4
MU icon
Micron Technology
MU
+$199K
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$196K

Top Sells

1
+$428K
2
+$386K
3
+$379K
4
NKE icon
Nike
NKE
+$266K
5
ORLY icon
O'Reilly Automotive
ORLY
+$235K

Sector Composition

1 Technology 24.48%
2 Financials 7.3%
3 Healthcare 6.07%
4 Consumer Discretionary 5.1%
5 Communication Services 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$428K 0.19%
1,665
+45
102
$425K 0.19%
765
-60
103
$423K 0.19%
4,351
-75
104
$415K 0.18%
4,235
105
$413K 0.18%
8,225
106
$410K 0.18%
2,527
107
$409K 0.18%
932
-150
108
$405K 0.18%
6,367
109
$401K 0.18%
2,064
-68
110
$397K 0.18%
6,296
111
$396K 0.18%
2,865
+100
112
$391K 0.17%
18,675
113
$388K 0.17%
1,504
+36
114
$388K 0.17%
2,352
+65
115
$374K 0.17%
1,925
+100
116
$365K 0.16%
625
117
$365K 0.16%
827
+10
118
$363K 0.16%
1,180
-40
119
$355K 0.16%
11,425
120
$347K 0.15%
1,109
-100
121
$345K 0.15%
9,130
-125
122
$342K 0.15%
2,355
123
$338K 0.15%
2,472
-110
124
$337K 0.15%
2,435
+10
125
$332K 0.15%
9,935
+50
3 4
5
6 7