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
$124M
AUM Growth
-$1.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$304K
2
+$286K
3
+$263K
4
TDTF icon
FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF
+$253K
5
HPE icon
Hewlett Packard
HPE
+$235K

Top Sells

1
+$382K
2
+$376K
3
+$248K
4
BIIB icon
Biogen
BIIB
+$203K
5
DHI icon
D.R. Horton
DHI
+$203K

Sector Composition

1 Technology 17.1%
2 Financials 9.63%
3 Healthcare 8.83%
4 Industrials 6.85%
5 Consumer Discretionary 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$228K 0.18%
4,520
-35
152
$225K 0.18%
+8,097
153
$225K 0.18%
2,260
154
$224K 0.18%
2,325
155
$224K 0.18%
2,965
156
$224K 0.18%
2,050
+200
157
$223K 0.18%
6,649
158
$223K 0.18%
660
159
$222K 0.18%
1,875
-200
160
$220K 0.18%
4,050
161
$219K 0.18%
6,370
162
$219K 0.18%
1,515
163
$218K 0.18%
7,825
-525
164
$213K 0.17%
4,125
-150
165
$213K 0.17%
2,730
-100
166
$212K 0.17%
3,469
-372
167
$204K 0.16%
2,990
168
$204K 0.16%
+4,988
169
$202K 0.16%
1,940
-50
170
$198K 0.16%
345
-30
171
– –
-637
172
– –
-28,475
173
– –
-1,344
174
– –
-3,980
175
– –
-2,456
4 5 6
7
8