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
$124M
AUM Growth
-$1.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$304K
2
+$286K
3
+$263K
4
TDTF icon
FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF
+$253K
5
HPE icon
Hewlett Packard
HPE
+$235K

Top Sells

1
+$382K
2
+$376K
3
+$248K
4
BIIB icon
Biogen
BIIB
+$203K
5
DHI icon
D.R. Horton
DHI
+$203K

Sector Composition

1 Technology 17.1%
2 Financials 9.63%
3 Healthcare 8.83%
4 Industrials 6.85%
5 Consumer Discretionary 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$283K 0.23%
7,525
127
$282K 0.23%
9,356
128
$282K 0.23%
4,600
+700
129
$277K 0.22%
8,100
+50
130
$277K 0.22%
12,640
+500
131
$276K 0.22%
1,585
+10
132
$273K 0.22%
2,945
-190
133
$272K 0.22%
11,450
134
$268K 0.22%
3,125
135
$264K 0.21%
2,505
+250
136
$264K 0.21%
3,608
137
$263K 0.21%
1,544
+100
138
$263K 0.21%
+5,265
139
$263K 0.21%
1,742
-123
140
$262K 0.21%
4,215
-185
141
$261K 0.21%
2,900
+50
142
$259K 0.21%
1,868
+418
143
$255K 0.21%
1,630
-15
144
$253K 0.2%
13,599
-591
145
$253K 0.2%
+10,246
146
$252K 0.2%
4,246
+500
147
$252K 0.2%
3,710
+150
148
$235K 0.19%
+13,415
149
$234K 0.19%
+3,415
150
$231K 0.19%
1,488
4 5
6
7 8