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
$146M
AUM Growth
+$8.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$673K
3
+$293K
4
NFLX icon
Netflix
NFLX
+$239K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$229K

Top Sells

1
+$362K
2
+$257K
3
+$250K
4
KMX icon
CarMax
KMX
+$244K
5
ALB icon
Albemarle
ALB
+$213K

Sector Composition

1 Technology 17.68%
2 Financials 9.51%
3 Healthcare 7.65%
4 Industrials 5.55%
5 Consumer Discretionary 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$307K 0.21%
10,044
127
$303K 0.21%
2,850
128
$300K 0.2%
4,300
-225
129
$299K 0.2%
1,405
+25
130
$295K 0.2%
1,455
-30
131
$294K 0.2%
3,937
-375
132
$293K 0.2%
+5,211
133
$287K 0.2%
3,040
134
$285K 0.19%
2,773
-150
135
$284K 0.19%
14,154
+90
136
$282K 0.19%
2,025
137
$280K 0.19%
4,616
+68
138
$277K 0.19%
1,340
+10
139
$274K 0.19%
1,525
+10
140
$271K 0.19%
1,950
+25
141
$271K 0.19%
835
-50
142
$266K 0.18%
3,025
143
$256K 0.17%
1,445
-30
144
$255K 0.17%
3,916
-40
145
$255K 0.17%
1,685
-350
146
$253K 0.17%
3,341
-200
147
$253K 0.17%
2,960
-253
148
$247K 0.17%
8,475
+250
149
$246K 0.17%
1,625
-10
150
$243K 0.17%
5,979
-575
4 5
6
7 8