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
$131M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$703K
2
+$449K
3
+$345K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$340K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$337K

Top Sells

1
+$201K
2
+$200K
3
+$119K
4
RTX icon
RTX Corp
RTX
+$117K
5
EL icon
Estee Lauder
EL
+$82.6K

Sector Composition

1 Technology 17.61%
2 Financials 8.89%
3 Healthcare 8.85%
4 Industrials 6.07%
5 Consumer Discretionary 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$283K 0.22%
4,246
127
$280K 0.21%
2,235
128
$279K 0.21%
1,469
+50
129
$279K 0.21%
2,149
130
$278K 0.21%
1,585
131
$276K 0.21%
8,475
-1,650
132
$272K 0.21%
+9,103
133
$272K 0.21%
8,225
+1,000
134
$270K 0.21%
4,364
+3
135
$270K 0.21%
3,125
136
$269K 0.2%
10,221
-1,480
137
$258K 0.2%
1,625
-40
138
$258K 0.2%
6,700
139
$258K 0.2%
1,420
-70
140
$257K 0.2%
1,555
-500
141
$257K 0.2%
2,275
142
$255K 0.19%
3,040
143
$255K 0.19%
+2,923
144
$253K 0.19%
13,006
-750
145
$253K 0.19%
1,440
-75
146
$252K 0.19%
4,205
-300
147
$246K 0.19%
1,795
-110
148
$246K 0.19%
3,003
-314
149
$246K 0.19%
+2,135
150
$241K 0.18%
2,845
4 5
6
7 8