TIA
Tiemann Investment Advisors Portfolio holdings
AUM
$244M
This Quarter Return
+7.02%
1 Year Return
+16.53%
3 Year Return
+66.6%
5 Year Return
+115.4%
10 Year Return
+263.47%
AUM
$196M
AUM Growth
+$196M
(+7.4%)
Cap. Flow
+$2.56M
Cap. Flow
% of AUM
1.3%
Top 10 Holdings %
Top 10 Hldgs %
37.5%
Holding
198
New
8
Increased
55
Reduced
86
Closed
6
Top Buys
| 1 |
iShares Core Total USD Bond Market ETF
IUSB
|
$1.18M |
| 2 |
Goldman Sachs Access Ultra Short Bond ETF
GSST
|
$1.02M |
| 3 |
JPMorgan Ultra-Short Income ETF
JPST
|
$657K |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
$458K |
| 5 |
Pacific Biosciences
PACB
|
$452K |
Top Sells
| 1 |
Apple
AAPL
|
$370K |
| 2 |
Microsoft
MSFT
|
$351K |
| 3 |
ABB
ABB Ltd.
ABB
|
$323K |
| 4 |
Vanguard Mid-Cap Value ETF
VOE
|
$223K |
| 5 |
Paychex
PAYX
|
$221K |
Sector Composition
| 1 | Technology | 23.28% |
| 2 | Healthcare | 7.09% |
| 3 | Financials | 6.43% |
| 4 | Consumer Discretionary | 5.55% |
| 5 | Industrials | 3.87% |
