TIA

Tiemann Investment Advisors Portfolio holdings

AUM $258M
1-Year Est. Return 21.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$244M
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$2.02M
3
+$1.39M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.36M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.07M

Top Sells

1
+$1.24M
2
+$1.14M
3
+$246K
4
AMPH icon
Amphastar Pharmaceuticals
AMPH
+$202K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$179K

Sector Composition

1 Technology 22.35%
2 Financials 8.32%
3 Healthcare 4.91%
4 Consumer Discretionary 4.64%
5 Industrials 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$324K 0.13%
7,020
127
$324K 0.13%
1,050
+30
128
$321K 0.13%
460
129
$321K 0.13%
3,500
+50
130
$319K 0.13%
930
131
$318K 0.13%
3,492
+100
132
$317K 0.13%
1,134
133
$316K 0.13%
7,275
+550
134
$315K 0.13%
4,225
-35
135
$315K 0.13%
14,080
-675
136
$309K 0.13%
1,775
-185
137
$309K 0.13%
3,124
-35
138
$307K 0.13%
12,560
139
$304K 0.12%
5,775
-250
140
$296K 0.12%
1,810
-75
141
$286K 0.12%
2,360
142
$286K 0.12%
740
143
$276K 0.11%
8,460
-600
144
$276K 0.11%
6,700
+250
145
$274K 0.11%
5,600
-500
146
$266K 0.11%
1,800
147
$264K 0.11%
3,807
-150
148
$264K 0.11%
2,380
149
$262K 0.11%
461
150
$261K 0.11%
2,515
-25
4 5
6
7 8