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
$237M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$738K
3
+$645K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$537K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$490K

Top Sells

1
+$383K
2
+$259K
3
+$251K
4
HD icon
Home Depot
HD
+$224K
5
SNPS icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$353K 0.15%
2,157
+21
152
$346K 0.15%
7,947
+6
153
$345K 0.15%
+950
154
$340K 0.14%
5,375
+250
155
$339K 0.14%
3,224
+3
156
$328K 0.14%
6,218
157
$321K 0.14%
10,350
158
$319K 0.13%
470
-98
159
$318K 0.13%
894
+40
160
$314K 0.13%
1,467
161
$312K 0.13%
2,655
+382
162
$311K 0.13%
5,550
163
$309K 0.13%
3,380
+5
164
$303K 0.13%
2,522
165
$301K 0.13%
700
+100
166
$299K 0.13%
996
167
$298K 0.13%
4,368
+2
168
$293K 0.12%
6,328
+34
169
$285K 0.12%
7,420
170
$284K 0.12%
+4,270
171
$280K 0.12%
+1,836
172
$274K 0.12%
1,182
+2
173
$272K 0.12%
3,730
-93
174
$270K 0.11%
3,040
175
$263K 0.11%
1,310
5 6
7
8 9