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
$183M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$755K
2
+$749K
3
+$477K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$280K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$267K

Top Sells

1
+$301K
2
+$228K
3
+$227K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$203K
5
DHR icon
Danaher
DHR
+$199K

Sector Composition

1 Technology 22.13%
2 Healthcare 7.12%
3 Financials 6.64%
4 Consumer Discretionary 5.11%
5 Consumer Staples 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$328K 0.18%
2,675
+105
127
$323K 0.18%
9,410
128
$322K 0.18%
4,050
129
$313K 0.17%
1,294
+10
130
$311K 0.17%
3,957
+20
131
$311K 0.17%
4,481
132
$309K 0.17%
22,335
-1,801
133
$306K 0.17%
842
134
$306K 0.17%
793
+62
135
$306K 0.17%
10,210
-250
136
$303K 0.17%
198
+10
137
$300K 0.16%
18,837
-531
138
$300K 0.16%
752
+15
139
$298K 0.16%
3,675
140
$296K 0.16%
1,393
141
$294K 0.16%
1,308
-40
142
$291K 0.16%
6,371
143
$290K 0.16%
987
144
$287K 0.16%
1,127
+137
145
$287K 0.16%
7,815
-75
146
$285K 0.16%
1,355
147
$284K 0.16%
8,225
148
$283K 0.15%
4,014
149
$281K 0.15%
3,090
150
$280K 0.15%
+16,096
4 5
6
7 8