TIA
Tiemann Investment Advisors Portfolio holdings
AUM
$244M
This Quarter Return
+9.42%
1 Year Return
+16.53%
3 Year Return
+66.6%
5 Year Return
+115.4%
10 Year Return
+263.47%
AUM
$237M
AUM Growth
+$237M
(+12%)
Cap. Flow
+$10.5M
Cap. Flow
% of AUM
4.46%
Top 10 Holdings %
Top 10 Hldgs %
32.59%
Holding
230
New
21
Increased
92
Reduced
62
Closed
2
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$1.07M |
| 2 |
Microchip Technology
MCHP
|
$855K |
| 3 |
Intuitive Surgical
ISRG
|
$763K |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$738K |
| 5 |
Procter & Gamble
PG
|
$645K |
Top Sells
| 1 |
KSU
Kansas City Southern
KSU
|
$383K |
| 2 |
Microsoft
MSFT
|
$259K |
| 3 |
Schrodinger
SDGR
|
$251K |
| 4 |
Home Depot
HD
|
$224K |
| 5 |
Synopsys
SNPS
|
$184K |
Sector Composition
| 1 | Technology | 22.49% |
| 2 | Healthcare | 7.91% |
| 3 | Financials | 7.8% |
| 4 | Consumer Discretionary | 5.69% |
| 5 | Industrials | 5.12% |
