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
$147M
AUM Growth
+$31.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$3.36M
2
+$1.02M
3
+$936K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$504K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$463K

Top Sells

1
+$325K
2
+$315K
3
+$241K
4
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$224K
5
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$203K

Sector Composition

1 Technology 21.88%
2 Healthcare 7.86%
3 Financials 6.92%
4 Consumer Discretionary 5.61%
5 Industrials 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$227K 0.15%
+418
152
$225K 0.15%
+13,310
153
$224K 0.15%
2,355
-599
154
$224K 0.15%
2,250
155
$223K 0.15%
+1,335
156
$223K 0.15%
4,375
157
$222K 0.15%
752
+10
158
$219K 0.15%
1,194
-641
159
$219K 0.15%
+8,363
160
$218K 0.15%
+9,797
161
$218K 0.15%
+4,300
162
$217K 0.15%
6,981
+4
163
$214K 0.15%
+1,076
164
$213K 0.15%
1,518
+71
165
$213K 0.15%
+342
166
$212K 0.14%
+9,410
167
$211K 0.14%
+2,458
168
$210K 0.14%
+2,251
169
$210K 0.14%
1,839
+41
170
$208K 0.14%
777
171
$205K 0.14%
3,153
-50
172
$205K 0.14%
+2,519
173
$205K 0.14%
+7,920
174
$203K 0.14%
3,266
175
$200K 0.14%
+3,667
4 5 6
7
8