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
$138M
AUM Growth
+$6.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Sells

1 +$357K
2 +$251K
3 +$215K
4
SYK icon
Stryker
SYK
+$209K
5
EWH icon
iShares MSCI Hong Kong ETF
EWH
+$206K

Sector Composition

1 Technology 17.04%
2 Financials 9.4%
3 Healthcare 7.89%
4 Industrials 5.81%
5 Consumer Discretionary 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$249K 0.18%
5,537
+501
152
$248K 0.18%
1,355
-200
153
$246K 0.18%
6,554
+38
154
$244K 0.18%
2,845
155
$241K 0.17%
+2,770
156
$240K 0.17%
2,876
+3
157
$238K 0.17%
2,149
158
$238K 0.17%
1,730
+2
159
$235K 0.17%
4,205
160
$235K 0.17%
1,179
+50
161
$235K 0.17%
3,735
162
$232K 0.17%
18,000
163
$231K 0.17%
630
164
$230K 0.17%
7,462
+35
165
$227K 0.16%
7,920
166
$224K 0.16%
1,353
+25
167
$223K 0.16%
4,088
-299
168
$223K 0.16%
+9,875
169
$223K 0.16%
4,344
-192
170
$221K 0.16%
1,465
-10
171
$221K 0.16%
22,720
172
$218K 0.16%
+3,087
173
$217K 0.16%
8,221
-2,000
174
$213K 0.15%
2,810
+100
175
$212K 0.15%
11,200