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Tiemann Investment Advisors Portfolio holdings

AUM $255M
1-Year Est. Return 21.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$261M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$806K
2
+$754K
3
+$595K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$500K
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$351K

Top Sells

1
+$1.01M
2
+$875K
3
+$820K
4
ISRG icon
Intuitive Surgical
ISRG
+$240K
5
NVDA icon
NVIDIA
NVDA
+$229K

Sector Composition

1 Technology 23.51%
2 Financials 8.19%
3 Consumer Discretionary 4.96%
4 Healthcare 4.81%
5 Communication Services 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$466K 0.18%
5,675
-100
102
$465K 0.18%
4,172
-1
103
$463K 0.18%
13,805
-275
104
$457K 0.17%
2,278
+24
105
$455K 0.17%
1,931
-1
106
$438K 0.17%
922
107
$437K 0.17%
2,204
-180
108
$427K 0.16%
5,150
109
$423K 0.16%
3,691
-25
110
$419K 0.16%
6,323
111
$404K 0.15%
11,226
-2,274
112
$403K 0.15%
1,445
113
$401K 0.15%
9,130
114
$397K 0.15%
805
-50
115
$396K 0.15%
340
-23
116
$392K 0.15%
262
-3
117
$389K 0.15%
2,222
+50
118
$386K 0.15%
12,284
+1,750
119
$385K 0.15%
3,095
+165
120
$383K 0.15%
6,300
-186
121
$372K 0.14%
3,415
-77
122
$369K 0.14%
1,050
123
$367K 0.14%
15,746
124
$365K 0.14%
8,775
125
$358K 0.14%
1,950
3 4
5
6 7