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
$183M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$755K
2
+$749K
3
+$477K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$280K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$267K

Top Sells

1
+$301K
2
+$228K
3
+$227K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$203K
5
DHR icon
Danaher
DHR
+$199K

Sector Composition

1 Technology 22.13%
2 Healthcare 7.12%
3 Financials 6.64%
4 Consumer Discretionary 5.11%
5 Consumer Staples 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$279K 0.15%
9,822
-951
152
$269K 0.15%
2,200
153
$268K 0.15%
1,361
154
$268K 0.15%
4,900
+1,025
155
$265K 0.14%
9,016
156
$264K 0.14%
9,275
-425
157
$262K 0.14%
3,099
158
$258K 0.14%
4,021
-21
159
$258K 0.14%
386
160
$258K 0.14%
1,550
-50
161
$258K 0.14%
+2,628
162
$256K 0.14%
3,390
163
$255K 0.14%
7,883
164
$252K 0.14%
13,310
165
$251K 0.14%
1,292
-55
166
$251K 0.14%
305
-5
167
$249K 0.14%
1,450
-60
168
$244K 0.13%
2,500
169
$242K 0.13%
5,150
-250
170
$240K 0.13%
7,020
171
$238K 0.13%
2,780
+75
172
$237K 0.13%
337
+10
173
$237K 0.13%
1,450
-100
174
$232K 0.13%
+1,065
175
$227K 0.12%
3,049
4 5 6
7
8