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
$214M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$602K
3
+$467K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$258K
5
EMNT icon
PIMCO Enhanced Short Maturity Active ESG ETF
EMNT
+$252K

Top Sells

1
+$2.35M
2
+$815K
3
+$398K
4
MSFT icon
Microsoft
MSFT
+$247K
5
GILD icon
Gilead Sciences
GILD
+$210K

Sector Composition

1 Technology 20.53%
2 Financials 8.45%
3 Healthcare 7.58%
4 Consumer Discretionary 5.94%
5 Industrials 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$320K 0.15%
9,410
152
$316K 0.15%
568
+8
153
$312K 0.15%
900
154
$312K 0.15%
6,422
+37
155
$305K 0.14%
2,150
156
$305K 0.14%
1,467
-8
157
$303K 0.14%
7,935
-244
158
$303K 0.14%
2,522
159
$300K 0.14%
4,007
+4
160
$300K 0.14%
3,494
161
$297K 0.14%
4,300
162
$296K 0.14%
1,586
163
$295K 0.14%
7,920
164
$287K 0.13%
3,368
+5
165
$285K 0.13%
1,179
+2
166
$282K 0.13%
1,177
167
$282K 0.13%
4,825
168
$277K 0.13%
6,775
169
$272K 0.13%
1,395
170
$269K 0.13%
2,900
171
$266K 0.12%
4,799
172
$265K 0.12%
2,216
173
$258K 0.12%
+3,000
174
$257K 0.12%
3,040
-25
175
$257K 0.12%
4,505
-225
5 6
7
8 9