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
$154M
AUM Growth
-$33.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$361K
2
+$312K
3
+$245K
4
CAH icon
Cardinal Health
CAH
+$226K
5
NFLX icon
Netflix
NFLX
+$210K

Top Sells

1
+$2.31M
2
+$1.7M
3
+$1.39M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.33M
5
MSFT icon
Microsoft
MSFT
+$1.25M

Sector Composition

1 Technology 19.97%
2 Healthcare 7.66%
3 Financials 7.36%
4 Consumer Discretionary 6.08%
5 Consumer Staples 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$281K 0.18%
6,330
+1,100
127
$272K 0.18%
19,395
-54
128
$269K 0.17%
4,038
+254
129
$269K 0.17%
10,110
+150
130
$267K 0.17%
3,090
131
$260K 0.17%
16,969
-497
132
$258K 0.17%
8,225
-7,000
133
$253K 0.16%
9,455
-2,000
134
$249K 0.16%
7,765
+300
135
$246K 0.16%
1,661
136
$245K 0.16%
2,500
137
$245K 0.16%
+883
138
$244K 0.16%
3,000
139
$241K 0.16%
7,875
140
$241K 0.16%
9,410
141
$240K 0.16%
3,135
-2,975
142
$240K 0.16%
1,361
143
$239K 0.15%
842
+125
144
$233K 0.15%
2,200
145
$233K 0.15%
685
146
$232K 0.15%
7,250
+250
147
$232K 0.15%
1,713
148
$231K 0.15%
1,510
+10
149
$230K 0.15%
2,268
-250
150
$227K 0.15%
6,371
-2,750
4 5
6
7 8