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
$232M
AUM Growth
+$7.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$326K
2
+$271K
3
+$235K
4
THC icon
Tenet Healthcare
THC
+$224K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$221K

Top Sells

1
+$1.83M
2
+$610K
3
+$495K
4
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$470K
5
TDTT icon
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT
+$294K

Sector Composition

1 Technology 23.05%
2 Financials 7.65%
3 Healthcare 6.23%
4 Consumer Discretionary 5.53%
5 Industrials 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$450K 0.19%
6,262
-105
102
$447K 0.19%
3,750
-300
103
$438K 0.19%
7,335
-75
104
$435K 0.19%
912
-20
105
$419K 0.18%
4,021
-330
106
$418K 0.18%
8,225
107
$415K 0.18%
2,532
+5
108
$414K 0.18%
800
+35
109
$414K 0.18%
18,669
-6
110
$408K 0.18%
827
111
$406K 0.18%
2,855
-10
112
$395K 0.17%
2,174
-181
113
$394K 0.17%
1,530
-135
114
$390K 0.17%
16,620
-950
115
$385K 0.17%
1,740
-100
116
$379K 0.16%
1,835
-90
117
$374K 0.16%
2,202
-150
118
$373K 0.16%
590
-45
119
$369K 0.16%
967
-78
120
$369K 0.16%
2,322
-150
121
$369K 0.16%
9,130
122
$363K 0.16%
587
-10
123
$359K 0.15%
378
-30
124
$357K 0.15%
1,109
125
$356K 0.15%
4,089
+75
3 4
5
6 7