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
$96.3M
AUM Growth
+$3.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$368K
2
+$299K
3
+$259K
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$256K
5
MAR icon
Marriott International
MAR
+$247K

Top Sells

1
+$458K
2
+$364K
3
+$241K
4
CEF icon
Sprott Physical Gold and Silver Trust
CEF
+$212K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$210K

Sector Composition

1 Technology 14.95%
2 Healthcare 12.77%
3 Financials 9.46%
4 Consumer Discretionary 8.63%
5 Industrials 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$248K 0.26%
2,985
-340
127
$247K 0.26%
+3,075
128
$246K 0.26%
8,000
-2,350
129
$246K 0.26%
4,977
+903
130
$240K 0.25%
+2,174
131
$238K 0.25%
+3,450
132
$236K 0.25%
+5,450
133
$234K 0.24%
1,560
134
$233K 0.24%
4,693
-115
135
$230K 0.24%
5,800
136
$229K 0.24%
4,175
-400
137
$224K 0.23%
+497
138
$218K 0.23%
+4,400
139
$215K 0.22%
+1,760
140
$215K 0.22%
+5,875
141
$214K 0.22%
+4,150
142
$214K 0.22%
6,465
+860
143
$213K 0.22%
4,875
-300
144
$213K 0.22%
4,282
+280
145
$212K 0.22%
+4,030
146
$208K 0.22%
+3,636
147
$204K 0.21%
2,220
-50
148
$203K 0.21%
+2,606
149
$203K 0.21%
1,993
-109
150
$199K 0.21%
985
-200
3 4 5
6
7