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
$97.6M
AUM Growth
+$1.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1 +$293K
2 +$286K
3 +$262K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$258K
5
DD icon
DuPont de Nemours
DD
+$233K

Top Sells

1 +$215K
2 +$214K
3 +$213K
4
ROST icon
Ross Stores
ROST
+$212K
5
FLR icon
Fluor
FLR
+$208K

Sector Composition

1 Technology 15.46%
2 Healthcare 12.96%
3 Financials 9.84%
4 Consumer Discretionary 8.32%
5 Industrials 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-2,220
152
-3,636
153
-2,606
154
-4,030
155
-985
156
-6,465
157
-4,282