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
$154M
AUM Growth
-$33.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$361K
2
+$312K
3
+$245K
4
CAH icon
Cardinal Health
CAH
+$226K
5
NFLX icon
Netflix
NFLX
+$210K

Top Sells

1
+$2.31M
2
+$1.7M
3
+$1.39M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.33M
5
MSFT icon
Microsoft
MSFT
+$1.25M

Sector Composition

1 Technology 19.97%
2 Healthcare 7.66%
3 Financials 7.36%
4 Consumer Discretionary 6.08%
5 Consumer Staples 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$227K 0.15%
1,580
-1,000
152
$227K 0.15%
4,014
153
$227K 0.15%
1,407
154
$226K 0.15%
+3,390
155
$225K 0.15%
2,272
-250
156
$225K 0.15%
9,016
-2,200
157
$219K 0.14%
1,950
158
$216K 0.14%
393
-5
159
$216K 0.14%
7,020
160
$212K 0.14%
987
161
$211K 0.14%
2,535
+45
162
$210K 0.14%
+893
163
$209K 0.14%
10,575
-200
164
$209K 0.14%
+950
165
$209K 0.14%
3,199
166
$207K 0.13%
13,310
167
$206K 0.13%
1,695
168
$204K 0.13%
188
169
$203K 0.13%
3,174
-1,375
170
$203K 0.13%
10,410
171
$202K 0.13%
4,050
172
$200K 0.13%
662
173
$197K 0.13%
2,224
+13
174
$194K 0.13%
+1,876
175
$191K 0.12%
1,320
-450
5 6
7
8 9