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
$216M
AUM Growth
-$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$718K
2
+$708K
3
+$315K
4
TSLA icon
Tesla
TSLA
+$297K
5
NET icon
Cloudflare
NET
+$278K

Top Sells

1
+$1.48M
2
+$422K
3
+$347K
4
FBIN icon
Fortune Brands Innovations
FBIN
+$309K
5
MSFT icon
Microsoft
MSFT
+$305K

Sector Composition

1 Technology 21.62%
2 Financials 7.97%
3 Healthcare 7.91%
4 Consumer Discretionary 5.35%
5 Industrials 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$314K 0.15%
11,075
-1,361
152
$312K 0.14%
10,350
153
$310K 0.14%
4,930
+660
154
$310K 0.14%
1,367
155
$308K 0.14%
3,090
+50
156
$304K 0.14%
1,611
157
$304K 0.14%
9,410
158
$301K 0.14%
7,000
-947
159
$298K 0.14%
7,420
160
$289K 0.13%
2,200
161
$281K 0.13%
4,014
-354
162
$276K 0.13%
987
-375
163
$274K 0.13%
1,500
-143
164
$273K 0.13%
1,826
-740
165
$266K 0.12%
1,950
+100
166
$265K 0.12%
193
-55
167
$264K 0.12%
6,883
168
$258K 0.12%
13,310
169
$253K 0.12%
3,780
+50
170
$253K 0.12%
3,973
-135
171
$251K 0.12%
702
+60
172
$250K 0.12%
3,000
173
$248K 0.11%
2,500
174
$248K 0.11%
10,410
175
$246K 0.11%
4,630
+125
5 6
7
8 9