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
$146M
AUM Growth
+$8.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1 +$1.07M
2 +$673K
3 +$293K
4
NFLX icon
Netflix
NFLX
+$239K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$229K

Top Sells

1 +$362K
2 +$257K
3 +$250K
4
KMX icon
CarMax
KMX
+$244K
5
ALB icon
Albemarle
ALB
+$213K

Sector Composition

1 Technology 17.68%
2 Financials 9.51%
3 Healthcare 7.65%
4 Industrials 5.55%
5 Consumer Discretionary 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$239K 0.16%
4,525
-205
152
$239K 0.16%
+739
153
$238K 0.16%
300
+15
154
$238K 0.16%
4,015
+25
155
$237K 0.16%
7,920
156
$236K 0.16%
1,722
-325
157
$230K 0.16%
11,206
158
$229K 0.16%
+767
159
$228K 0.16%
7,551
-120
160
$226K 0.15%
3,043
161
$226K 0.15%
2,265
-85
162
$226K 0.15%
+9,400
163
$225K 0.15%
1,696
-40
164
$223K 0.15%
+752
165
$223K 0.15%
4,375
166
$223K 0.15%
22,320
167
$221K 0.15%
1,060
+1
168
$221K 0.15%
1,278
169
$215K 0.15%
2,660
-100
170
$214K 0.15%
9,450
-325
171
$214K 0.15%
3,981
-1,347
172
$213K 0.15%
7,258
173
$213K 0.15%
+3,282
174
$213K 0.15%
1,392
-233
175
$210K 0.14%
+3,762