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
$216M
AUM Growth
-$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$718K
2
+$708K
3
+$315K
4
TSLA icon
Tesla
TSLA
+$297K
5
NET icon
Cloudflare
NET
+$278K

Top Sells

1
+$1.48M
2
+$422K
3
+$347K
4
FBIN icon
Fortune Brands Innovations
FBIN
+$309K
5
MSFT icon
Microsoft
MSFT
+$305K

Sector Composition

1 Technology 21.62%
2 Financials 7.97%
3 Healthcare 7.91%
4 Consumer Discretionary 5.35%
5 Industrials 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$394K 0.18%
5,290
+695
127
$393K 0.18%
10,485
-2,636
128
$385K 0.18%
3,125
-100
129
$384K 0.18%
1,669
-222
130
$382K 0.18%
2,282
-125
131
$380K 0.18%
4,485
-1,173
132
$379K 0.18%
1,013
-57
133
$374K 0.17%
1,999
-158
134
$368K 0.17%
10,642
+39
135
$358K 0.17%
7,515
-2,685
136
$357K 0.17%
1,430
-39
137
$354K 0.16%
8,090
+355
138
$353K 0.16%
2,805
139
$352K 0.16%
2,485
-35
140
$350K 0.16%
4,549
-58
141
$350K 0.16%
19,668
+18
142
$346K 0.16%
758
-625
143
$333K 0.15%
7,875
-501
144
$333K 0.15%
5,425
+50
145
$329K 0.15%
950
146
$328K 0.15%
984
-275
147
$327K 0.15%
428
+11
148
$327K 0.15%
1,770
+10
149
$325K 0.15%
1,517
+50
150
$315K 0.15%
+3,675
4 5
6
7 8