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
$206M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$1.08M
3
+$549K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$360K
5
FITB icon
Fifth Third Bancorp
FITB
+$237K

Top Sells

1
+$541K
2
+$370K
3
+$370K
4
O icon
Realty Income
O
+$319K
5
MSFT icon
Microsoft
MSFT
+$259K

Sector Composition

1 Technology 22.71%
2 Financials 6.76%
3 Healthcare 6.54%
4 Consumer Discretionary 5.52%
5 Industrials 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$343K 0.17%
9,885
+150
127
$336K 0.16%
2,765
-225
128
$336K 0.16%
2,425
-400
129
$336K 0.16%
2,277
-251
130
$331K 0.16%
408
+10
131
$328K 0.16%
1,925
132
$323K 0.16%
7,600
-1,800
133
$318K 0.15%
3,155
-185
134
$317K 0.15%
2,197
-853
135
$317K 0.15%
597
-22
136
$311K 0.15%
2,159
-52
137
$307K 0.15%
987
138
$304K 0.15%
3,070
-90
139
$294K 0.14%
30,000
140
$293K 0.14%
635
141
$293K 0.14%
2,418
-731
142
$291K 0.14%
15,746
143
$287K 0.14%
4,014
-100
144
$286K 0.14%
3,016
-530
145
$281K 0.14%
1,425
-60
146
$278K 0.14%
1,460
147
$277K 0.13%
3,099
148
$274K 0.13%
9,116
+600
149
$274K 0.13%
16,329
-150
150
$272K 0.13%
7,565
-210
4 5
6
7 8