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
$187M
AUM Growth
-$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$1.1M
3
+$953K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$943K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$707K

Top Sells

1
+$379K
2
+$242K
3
+$229K
4
AMD icon
Advanced Micro Devices
AMD
+$224K
5
EWL icon
iShares MSCI Switzerland ETF
EWL
+$207K

Sector Composition

1 Technology 18.46%
2 Healthcare 8.56%
3 Financials 7.61%
4 Consumer Discretionary 4.86%
5 Consumer Staples 4.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$341K 0.18%
7,515
127
$334K 0.18%
2,175
-75
128
$331K 0.18%
10,681
+39
129
$327K 0.17%
2,522
+37
130
$325K 0.17%
9,121
131
$325K 0.17%
1,069
+85
132
$321K 0.17%
4,549
133
$315K 0.17%
5,675
+250
134
$308K 0.16%
10,350
135
$307K 0.16%
4,640
-650
136
$307K 0.16%
3,675
137
$298K 0.16%
1,770
138
$296K 0.16%
808
+50
139
$296K 0.16%
3,090
140
$296K 0.16%
2,518
-90
141
$292K 0.16%
950
142
$291K 0.16%
2,099
+100
143
$289K 0.15%
9,960
-525
144
$287K 0.15%
19,449
-219
145
$286K 0.15%
1,661
+50
146
$276K 0.15%
7,875
147
$276K 0.15%
1,713
-225
148
$274K 0.15%
1,361
-6
149
$266K 0.14%
3,784
+4
150
$257K 0.14%
1,407
-110
4 5
6
7 8