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
$187M
AUM Growth
-$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$1.1M
3
+$953K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$943K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$707K

Top Sells

1
+$379K
2
+$242K
3
+$229K
4
AMD icon
Advanced Micro Devices
AMD
+$224K
5
EWL icon
iShares MSCI Switzerland ETF
EWL
+$207K

Sector Composition

1 Technology 18.46%
2 Healthcare 8.56%
3 Financials 7.61%
4 Consumer Discretionary 4.86%
5 Consumer Staples 4.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$255K 0.14%
2,490
-465
152
$254K 0.14%
5,230
+300
153
$254K 0.14%
4,014
154
$254K 0.14%
1,500
155
$252K 0.13%
9,410
156
$248K 0.13%
10,775
-300
157
$248K 0.13%
3,000
158
$246K 0.13%
2,500
159
$243K 0.13%
2,211
+8
160
$242K 0.13%
398
-30
161
$237K 0.13%
7,465
-625
162
$236K 0.13%
7,020
-400
163
$235K 0.13%
7,000
164
$235K 0.13%
2,200
165
$226K 0.12%
717
+15
166
$226K 0.12%
4,050
167
$224K 0.12%
13,310
168
$223K 0.12%
685
169
$222K 0.12%
1,950
170
$220K 0.12%
1,695
-131
171
$217K 0.12%
10,410
172
$216K 0.12%
1,836
173
$216K 0.12%
188
-5
174
$216K 0.12%
2,545
175
$214K 0.11%
3,199
5 6
7
8 9