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
-$6.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$340K
3
+$278K
4
AMPH icon
Amphastar Pharmaceuticals
AMPH
+$258K
5
GEV icon
GE Vernova
GEV
+$251K

Top Sells

1
+$1.15M
2
+$403K
3
+$370K
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$363K
5
AAPL icon
Apple
AAPL
+$319K

Sector Composition

1 Technology 24.09%
2 Financials 8.21%
3 Consumer Discretionary 5.77%
4 Healthcare 5.68%
5 Communication Services 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$273K 0.12%
6,450
-425
152
$270K 0.12%
5,675
-50
153
$269K 0.12%
10,150
-1,050
154
$263K 0.12%
1,994
-180
155
$261K 0.12%
1,697
+120
156
$258K 0.11%
+6,962
157
$253K 0.11%
6,725
158
$251K 0.11%
10,450
159
$251K 0.11%
+762
160
$248K 0.11%
+50
161
$248K 0.11%
461
162
$248K 0.11%
1,520
-80
163
$243K 0.11%
2,380
164
$243K 0.11%
456
-15
165
$241K 0.11%
4,190
-20
166
$239K 0.11%
15,388
167
$239K 0.11%
2,500
168
$237K 0.11%
2,899
169
$237K 0.11%
1,800
-100
170
$234K 0.1%
2,540
171
$234K 0.1%
1,855
172
$232K 0.1%
5,809
-147
173
$229K 0.1%
6,475
-1,850
174
$228K 0.1%
4,031
-40
175
$227K 0.1%
1,882
-650
5 6
7
8 9