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
$225M
AUM Growth
+$1.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$523K
2
+$206K
3
+$205K
4
MU icon
Micron Technology
MU
+$199K
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$196K

Top Sells

1
+$428K
2
+$386K
3
+$379K
4
NKE icon
Nike
NKE
+$266K
5
ORLY icon
O'Reilly Automotive
ORLY
+$235K

Sector Composition

1 Technology 24.48%
2 Financials 7.3%
3 Healthcare 6.07%
4 Consumer Discretionary 5.1%
5 Communication Services 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$264K 0.12%
8,625
152
$263K 0.12%
250
153
$260K 0.12%
7,020
154
$259K 0.12%
2,065
+43
155
$256K 0.11%
183
156
$251K 0.11%
10,450
157
$251K 0.11%
6,875
158
$248K 0.11%
1,760
159
$243K 0.11%
4,052
+250
160
$240K 0.11%
6,925
+10
161
$240K 0.11%
475
-20
162
$237K 0.11%
5,751
-1,300
163
$236K 0.1%
2,500
164
$232K 0.1%
1,900
165
$231K 0.1%
461
166
$226K 0.1%
41,581
167
$226K 0.1%
1,240
-106
168
$225K 0.1%
15,217
+262
169
$225K 0.1%
2,750
-500
170
$223K 0.1%
2,540
171
$221K 0.1%
932
+95
172
$216K 0.1%
1,007
-10
173
$215K 0.1%
2,325
174
$214K 0.1%
1,855
+75
175
$213K 0.09%
2,380
4 5 6
7
8