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Tiemann Investment Advisors Portfolio holdings

AUM $255M
1-Year Est. Return 21.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$261M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$806K
2
+$754K
3
+$595K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$500K
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$351K

Top Sells

1
+$1.01M
2
+$875K
3
+$820K
4
ISRG icon
Intuitive Surgical
ISRG
+$240K
5
NVDA icon
NVIDIA
NVDA
+$229K

Sector Composition

1 Technology 23.51%
2 Financials 8.19%
3 Consumer Discretionary 4.96%
4 Healthcare 4.81%
5 Communication Services 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$355K 0.14%
7,020
127
$354K 0.14%
1,810
128
$349K 0.13%
5,846
129
$341K 0.13%
1,251
+16
130
$334K 0.13%
455
131
$333K 0.13%
2,580
-75
132
$327K 0.13%
2,360
133
$326K 0.12%
430
-30
134
$326K 0.12%
12,360
-200
135
$322K 0.12%
930
136
$316K 0.12%
1,119
-15
137
$314K 0.12%
6,975
-300
138
$308K 0.12%
5,045
+150
139
$307K 0.12%
1,665
+40
140
$307K 0.12%
1,775
141
$306K 0.12%
2,840
142
$299K 0.11%
8,410
-50
143
$298K 0.11%
6,700
144
$296K 0.11%
10,000
145
$294K 0.11%
+2,015
146
$287K 0.11%
1,713
147
$286K 0.11%
3,782
-25
148
$283K 0.11%
2,515
149
$282K 0.11%
1,008
150
$278K 0.11%
1,721
+50
4 5
6
7 8