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
$232M
AUM Growth
+$7.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$326K
2
+$271K
3
+$235K
4
THC icon
Tenet Healthcare
THC
+$224K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$221K

Top Sells

1
+$1.83M
2
+$610K
3
+$495K
4
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$470K
5
TDTT icon
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT
+$294K

Sector Composition

1 Technology 23.05%
2 Financials 7.65%
3 Healthcare 6.23%
4 Consumer Discretionary 5.53%
5 Industrials 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$353K 0.15%
16,054
-450
127
$350K 0.15%
4,210
+100
128
$349K 0.15%
3,155
129
$343K 0.15%
4,062
-160
130
$342K 0.15%
1,460
131
$340K 0.15%
2,435
132
$336K 0.14%
9,366
+250
133
$334K 0.14%
9,685
-250
134
$328K 0.14%
3,159
-100
135
$328K 0.14%
3,365
-365
136
$326K 0.14%
+13,310
137
$324K 0.14%
11,200
-650
138
$324K 0.14%
15,746
139
$313K 0.13%
1,600
-150
140
$309K 0.13%
625
141
$308K 0.13%
1,905
+50
142
$301K 0.13%
5,175
-250
143
$298K 0.13%
1,100
-80
144
$295K 0.13%
6,875
145
$292K 0.13%
8,625
146
$291K 0.13%
7,020
147
$290K 0.13%
2,069
+4
148
$290K 0.13%
12,810
149
$287K 0.12%
6,100
150
$287K 0.12%
1,855
4 5
6
7 8