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
$125M
AUM Growth
+$633K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$249K
2
+$235K
3
+$225K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$220K
5
PTR
PETROCHINA COMPANY LIMITED ADS (REP 100 H SHARES)
PTR
+$216K

Top Sells

1
+$224K
2
+$164K
3
+$131K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$127K
5
VZ icon
Verizon
VZ
+$95.5K

Sector Composition

1 Technology 17.64%
2 Financials 9.38%
3 Healthcare 8.39%
4 Industrials 6.36%
5 Consumer Discretionary 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$235K 0.19%
1,743
+1
152
$225K 0.18%
+7,884
153
$224K 0.18%
1,828
-250
154
$223K 0.18%
2,050
155
$222K 0.18%
4,125
156
$221K 0.18%
3,362
-107
157
$221K 0.18%
2,605
-125
158
$218K 0.17%
2,990
159
$216K 0.17%
3,115
-300
160
$216K 0.17%
+2,832
161
$215K 0.17%
4,050
162
$215K 0.17%
7,825
163
$214K 0.17%
1,940
164
$212K 0.17%
+1,080
165
$210K 0.17%
2,260
166
$209K 0.17%
6,416
+46
167
$208K 0.17%
1,488
168
$208K 0.17%
4,528
+8
169
$206K 0.17%
1,490
-140
170
$204K 0.16%
6,701
+52
171
$200K 0.16%
345
172
$199K 0.16%
4,756
-232
173
$196K 0.16%
13,415
174
$195K 0.16%
660
175
– –
-2,965
3 4 5 6
7