TIA

Tiemann Investment Advisors Portfolio holdings

AUM $258M
1-Year Est. Return 21.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$244M
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$2.02M
3
+$1.39M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.36M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.07M

Top Sells

1
+$1.24M
2
+$1.14M
3
+$246K
4
AMPH icon
Amphastar Pharmaceuticals
AMPH
+$202K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$179K

Sector Composition

1 Technology 22.35%
2 Financials 8.32%
3 Healthcare 4.91%
4 Consumer Discretionary 4.64%
5 Industrials 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$447K 0.18%
6,323
+125
102
$445K 0.18%
792
-25
103
$440K 0.18%
18,457
-210
104
$439K 0.18%
1,932
+1
105
$438K 0.18%
855
106
$433K 0.18%
922
+10
107
$428K 0.18%
5,846
-250
108
$427K 0.17%
5,150
+400
109
$420K 0.17%
794
+32
110
$405K 0.17%
1,950
+125
111
$401K 0.16%
2,254
+79
112
$401K 0.16%
13,310
113
$391K 0.16%
9,130
114
$391K 0.16%
3,716
-15
115
$387K 0.16%
1,445
-15
116
$381K 0.16%
363
117
$378K 0.15%
2,930
118
$376K 0.15%
10,534
-500
119
$374K 0.15%
6,486
-688
120
$371K 0.15%
8,775
121
$367K 0.15%
39,081
122
$356K 0.15%
2,172
123
$348K 0.14%
1,235
-4
124
$348K 0.14%
15,746
125
$336K 0.14%
455
3 4
5
6 7