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
$214M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$602K
3
+$467K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$258K
5
EMNT icon
PIMCO Enhanced Short Maturity Active ESG ETF
EMNT
+$252K

Top Sells

1
+$2.35M
2
+$815K
3
+$398K
4
MSFT icon
Microsoft
MSFT
+$247K
5
GILD icon
Gilead Sciences
GILD
+$210K

Sector Composition

1 Technology 20.53%
2 Financials 8.45%
3 Healthcare 7.58%
4 Consumer Discretionary 5.94%
5 Industrials 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$413K 0.19%
472
127
$411K 0.19%
2,663
-137
128
$410K 0.19%
4,535
129
$409K 0.19%
1,443
-24
130
$391K 0.18%
1,366
-89
131
$385K 0.18%
2,493
-77
132
$378K 0.18%
273
-40
133
$374K 0.17%
4,574
-225
134
$370K 0.17%
6,250
+1,300
135
$367K 0.17%
2,219
-49
136
$367K 0.17%
3,218
-117
137
$361K 0.17%
10,528
+35
138
$361K 0.17%
4,700
139
$360K 0.17%
2,390
+125
140
$355K 0.17%
2,805
141
$344K 0.16%
11,406
142
$342K 0.16%
904
+6
143
$342K 0.16%
19,680
-726
144
$336K 0.16%
2,458
145
$331K 0.15%
1,396
+17
146
$328K 0.15%
2,217
147
$324K 0.15%
10,350
148
$323K 0.15%
10,235
149
$322K 0.15%
3,073
-194
150
$321K 0.15%
6,919
+29
4 5
6
7 8