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
$84.5M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1 +$4.08M
2 +$2.92M
3 +$2.73M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.46M
5
MSFT icon
Microsoft
MSFT
+$2.21M

Top Sells

No sells this quarter

Sector Composition

1 Technology 13.89%
2 Healthcare 10.43%
3 Industrials 9.54%
4 Energy 9.35%
5 Financials 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$224K 0.27%
+3,125
127
$222K 0.26%
+7,000
128
$218K 0.26%
+2,600
129
$218K 0.26%
+3,210
130
$214K 0.25%
+1,925
131
$213K 0.25%
+1,560
132
$213K 0.25%
+3,030
133
$204K 0.24%
+2,590
134
$202K 0.24%
+724