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
$206M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$1.08M
3
+$549K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$360K
5
FITB icon
Fifth Third Bancorp
FITB
+$237K

Top Sells

1
+$541K
2
+$370K
3
+$370K
4
O icon
Realty Income
O
+$319K
5
MSFT icon
Microsoft
MSFT
+$259K

Sector Composition

1 Technology 22.71%
2 Financials 6.76%
3 Healthcare 6.54%
4 Consumer Discretionary 5.52%
5 Industrials 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$271K 0.13%
9,125
-150
152
$271K 0.13%
585
153
$270K 0.13%
7,151
-250
154
$267K 0.13%
3,250
-3,000
155
$264K 0.13%
1,163
-6
156
$257K 0.13%
7,020
157
$255K 0.12%
13,310
158
$253K 0.12%
10,450
159
$250K 0.12%
4,122
-230
160
$241K 0.12%
12,810
161
$237K 0.12%
+6,875
162
$235K 0.11%
6,550
-530
163
$234K 0.11%
+992
164
$233K 0.11%
5,425
+125
165
$233K 0.11%
1,730
166
$230K 0.11%
2,914
+115
167
$226K 0.11%
3,961
-69
168
$225K 0.11%
+8,625
169
$223K 0.11%
2,015
-250
170
$222K 0.11%
183
-15
171
$222K 0.11%
4,321
-125
172
$221K 0.11%
3,675
173
$220K 0.11%
250
+15
174
$218K 0.11%
3,015
175
$217K 0.11%
+1,630
4 5 6
7
8