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
-$6.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$340K
3
+$278K
4
AMPH icon
Amphastar Pharmaceuticals
AMPH
+$258K
5
GEV icon
GE Vernova
GEV
+$251K

Top Sells

1
+$1.15M
2
+$403K
3
+$370K
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$363K
5
AAPL icon
Apple
AAPL
+$319K

Sector Composition

1 Technology 24.09%
2 Financials 8.21%
3 Consumer Discretionary 5.77%
4 Healthcare 5.68%
5 Communication Services 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$321K 0.14%
945
-22
127
$316K 0.14%
13,310
128
$307K 0.14%
3,750
+1,000
129
$307K 0.14%
3,365
130
$306K 0.14%
1,020
-80
131
$305K 0.14%
587
132
$305K 0.14%
1,503
+135
133
$303K 0.13%
3,789
-300
134
$301K 0.13%
5,645
+170
135
$297K 0.13%
12,810
136
$296K 0.13%
465
-125
137
$294K 0.13%
6,100
138
$293K 0.13%
3,159
139
$291K 0.13%
15,746
140
$290K 0.13%
4,042
-20
141
$289K 0.13%
1,109
142
$284K 0.13%
2,435
143
$283K 0.13%
7,020
144
$281K 0.13%
8,616
-750
145
$281K 0.12%
480
+5
146
$281K 0.12%
3,652
147
$279K 0.12%
8,775
+150
148
$278K 0.12%
+15,500
149
$275K 0.12%
5,175
150
$273K 0.12%
2,072
+3
4 5
6
7 8