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
-$6.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$340K
3
+$278K
4
AMPH icon
Amphastar Pharmaceuticals
AMPH
+$258K
5
GEV icon
GE Vernova
GEV
+$251K

Top Sells

1
+$1.15M
2
+$403K
3
+$370K
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$363K
5
AAPL icon
Apple
AAPL
+$319K

Sector Composition

1 Technology 24.09%
2 Financials 8.21%
3 Consumer Discretionary 5.77%
4 Healthcare 5.68%
5 Communication Services 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$386K 0.17%
6,198
-64
102
$382K 0.17%
912
103
$381K 0.17%
1,735
-5
104
$381K 0.17%
2,905
+50
105
$375K 0.17%
2,044
+4
106
$372K 0.17%
1,985
+150
107
$372K 0.17%
363
-15
108
$370K 0.16%
3,130
-25
109
$368K 0.16%
645
+20
110
$366K 0.16%
8,225
111
$366K 0.16%
7,235
-100
112
$364K 0.16%
15,979
-75
113
$361K 0.16%
1,245
-285
114
$352K 0.16%
1,460
115
$349K 0.16%
1,885
+125
116
$349K 0.16%
2,172
-150
117
$338K 0.15%
537
-50
118
$337K 0.15%
757
-43
119
$330K 0.15%
1,495
-35
120
$330K 0.15%
1,860
-45
121
$329K 0.15%
2,162
-40
122
$328K 0.15%
9,130
123
$323K 0.14%
3,750
124
$322K 0.14%
9,985
+300
125
$322K 0.14%
16,055
-565
3 4
5
6 7