TIA

Tiemann Investment Advisors Portfolio holdings

AUM $261M
1-Year Est. Return 18.37%
This Quarter Est. Return
1 Year Est. Return
+18.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$220M
AUM Growth
-$4.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$1.09M
3
+$1.01M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$586K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$334K

Top Sells

1
+$343K
2
+$305K
3
+$305K
4
EIX icon
Edison International
EIX
+$303K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$274K

Sector Composition

1 Technology 21.04%
2 Financials 8.62%
3 Healthcare 6.05%
4 Consumer Discretionary 4.85%
5 Industrials 3.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$416K 0.19%
7,174
-1,873
102
$408K 0.19%
1,874
-170
103
$407K 0.18%
11,034
-560
104
$407K 0.18%
13,510
-2,700
105
$402K 0.18%
18,667
106
$393K 0.18%
4,750
+1,000
107
$386K 0.18%
6,096
108
$386K 0.18%
1,460
109
$384K 0.17%
8,225
110
$378K 0.17%
13,310
111
$375K 0.17%
4,260
+15
112
$367K 0.17%
855
-25
113
$366K 0.17%
1,239
-6
114
$363K 0.16%
9,130
115
$356K 0.16%
2,175
+103
116
$355K 0.16%
522
-15
117
$353K 0.16%
1,134
+25
118
$344K 0.16%
363
119
$338K 0.15%
3,450
+85
120
$335K 0.15%
14,755
-1,300
121
$333K 0.15%
6,935
-300
122
$328K 0.15%
1,825
-160
123
$326K 0.15%
3,159
124
$325K 0.15%
8,775
125
$325K 0.15%
2,172
3 4
5
6 7