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
$188M
AUM Growth
+$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1 +$2.42M
2 +$950K
3 +$733K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$665K
5
AMGN icon
Amgen
AMGN
+$479K

Top Sells

1 +$1.48M
2 +$525K
3 +$432K
4
C icon
Citigroup
C
+$327K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$252K

Sector Composition

1 Technology 21.25%
2 Financials 7.88%
3 Healthcare 7.67%
4 Consumer Discretionary 5.79%
5 Industrials 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$343K 0.18%
10,457
+36
127
$338K 0.18%
+5,107
128
$336K 0.18%
+2,050
129
$326K 0.17%
4,105
+3
130
$326K 0.17%
4,700
131
$325K 0.17%
1,207
132
$325K 0.17%
10,350
133
$324K 0.17%
2,321
-109
134
$324K 0.17%
2,458
135
$324K 0.17%
4,799
-9
136
$321K 0.17%
1,903
137
$317K 0.17%
15,990
+3,129
138
$314K 0.17%
1,536
-49
139
$311K 0.17%
2,200
140
$311K 0.17%
2,100
141
$310K 0.16%
+20,460
142
$309K 0.16%
10,277
-1,577
143
$307K 0.16%
+5,706
144
$307K 0.16%
7,446
-340
145
$306K 0.16%
4,435
-50
146
$302K 0.16%
5,989
+3
147
$299K 0.16%
+800
148
$294K 0.16%
828
-185
149
$293K 0.16%
1,435
-25
150
$292K 0.16%
6,535
+1