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
$188M
AUM Growth
+$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$950K
3
+$733K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$665K
5
AMGN icon
Amgen
AMGN
+$479K

Top Sells

1
+$1.48M
2
+$525K
3
+$432K
4
C icon
Citigroup
C
+$327K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$252K

Sector Composition

1 Technology 21.25%
2 Financials 7.88%
3 Healthcare 7.67%
4 Consumer Discretionary 5.79%
5 Industrials 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$291K 0.15%
+4,825
152
$289K 0.15%
2,880
153
$289K 0.15%
11,756
+400
154
$278K 0.15%
6,990
+9
155
$275K 0.15%
2,522
156
$274K 0.15%
2,267
-24
157
$274K 0.15%
4,358
+2
158
$273K 0.15%
3,238
-235
159
$272K 0.14%
1,646
+10
160
$263K 0.14%
9,410
161
$262K 0.14%
1,866
+101
162
$261K 0.14%
7,258
163
$258K 0.14%
13,310
164
$257K 0.14%
1,525
-200
165
$256K 0.14%
717
-25
166
$255K 0.14%
3,065
+25
167
$255K 0.14%
3,474
+6
168
$255K 0.14%
2,215
-50
169
$249K 0.13%
6,925
-200
170
$247K 0.13%
+5,925
171
$246K 0.13%
1,217
-13
172
$246K 0.13%
+3,310
173
$244K 0.13%
7,920
174
$244K 0.13%
5,099
-218
175
$243K 0.13%
+4,430
5 6
7
8 9