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
$125M
AUM Growth
+$633K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$249K
2
+$235K
3
+$225K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$220K
5
PTR
PETROCHINA COMPANY LIMITED ADS (REP 100 H SHARES)
PTR
+$216K

Top Sells

1
+$224K
2
+$164K
3
+$131K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$127K
5
VZ icon
Verizon
VZ
+$95.5K

Sector Composition

1 Technology 17.64%
2 Financials 9.38%
3 Healthcare 8.39%
4 Industrials 6.36%
5 Consumer Discretionary 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$285K 0.23%
5,835
+40
127
$284K 0.23%
4,482
+2
128
$284K 0.23%
9,356
129
$284K 0.23%
7,525
130
$280K 0.22%
1,944
-90
131
$279K 0.22%
9,780
-885
132
$276K 0.22%
4,470
133
$274K 0.22%
9,008
+911
134
$274K 0.22%
26,320
135
$266K 0.21%
8,100
136
$266K 0.21%
2,900
137
$266K 0.21%
3,125
138
$263K 0.21%
1,585
139
$262K 0.21%
1,419
-125
140
$258K 0.21%
1,875
141
$253K 0.2%
3,608
142
$252K 0.2%
2,375
+50
143
$250K 0.2%
11,500
+50
144
$249K 0.2%
+3,715
145
$246K 0.2%
5,334
-199
146
$245K 0.2%
3,815
-400
147
$243K 0.19%
1,763
-105
148
$242K 0.19%
3,660
-50
149
$240K 0.19%
1,515
150
$235K 0.19%
+600
3 4 5
6
7