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
$147M
AUM Growth
+$31.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$3.36M
2
+$1.02M
3
+$936K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$504K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$463K

Top Sells

1
+$325K
2
+$315K
3
+$241K
4
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$224K
5
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$203K

Sector Composition

1 Technology 21.88%
2 Healthcare 7.86%
3 Financials 6.92%
4 Consumer Discretionary 5.61%
5 Industrials 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$302K 0.21%
9,244
+3
127
$297K 0.2%
+3,850
128
$294K 0.2%
3,815
+530
129
$282K 0.19%
2,100
+75
130
$278K 0.19%
2,100
131
$274K 0.19%
+4,820
132
$270K 0.18%
4,233
-171
133
$266K 0.18%
+7,258
134
$260K 0.18%
9,640
-2,500
135
$255K 0.17%
6,534
+30
136
$255K 0.17%
1,460
+85
137
$255K 0.17%
3,551
-41
138
$254K 0.17%
6,358
+4
139
$252K 0.17%
2,900
+125
140
$245K 0.17%
+5,075
141
$243K 0.17%
302
+10
142
$242K 0.17%
3,040
143
$241K 0.16%
2,390
144
$240K 0.16%
+4,335
145
$238K 0.16%
1,645
-70
146
$237K 0.16%
1,584
+191
147
$236K 0.16%
4,354
+128
148
$236K 0.16%
14,154
149
$231K 0.16%
2,626
-715
150
$230K 0.16%
1,681
-85
4 5
6
7 8