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
$225M
AUM Growth
+$1.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1 +$523K
2 +$206K
3 +$205K
4
MU icon
Micron Technology
MU
+$199K
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$196K

Top Sells

1 +$428K
2 +$386K
3 +$379K
4
NKE icon
Nike
NKE
+$266K
5
ORLY icon
O'Reilly Automotive
ORLY
+$235K

Sector Composition

1 Technology 24.48%
2 Financials 7.3%
3 Healthcare 6.07%
4 Consumer Discretionary 5.1%
5 Communication Services 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$332K 0.15%
11,850
-925
127
$330K 0.15%
597
128
$322K 0.14%
4,110
-80
129
$321K 0.14%
408
130
$321K 0.14%
635
131
$319K 0.14%
9,116
132
$318K 0.14%
1,840
-400
133
$315K 0.14%
16,504
-125
134
$314K 0.14%
3,259
+125
135
$312K 0.14%
1,045
-65
136
$310K 0.14%
3,155
137
$303K 0.14%
1,750
+130
138
$302K 0.13%
15,746
139
$299K 0.13%
4,222
+100
140
$297K 0.13%
1,460
141
$296K 0.13%
6,375
-175
142
$293K 0.13%
13,310
143
$293K 0.13%
5,425
144
$293K 0.13%
6,100
-750
145
$290K 0.13%
3,730
-1,240
146
$288K 0.13%
4,014
147
$282K 0.13%
1,855
-25
148
$277K 0.12%
1,390
+125
149
$274K 0.12%
12,810
150
$268K 0.12%
2,915
-70