TIA

Tiemann Investment Advisors Portfolio holdings

AUM $261M
1-Year Est. Return 18.37%
This Quarter Est. Return
1 Year Est. Return
+18.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$220M
AUM Growth
-$4.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$1.09M
3
+$1.01M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$586K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$334K

Top Sells

1
+$343K
2
+$305K
3
+$305K
4
EIX icon
Edison International
EIX
+$303K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$274K

Sector Composition

1 Technology 21.04%
2 Financials 8.62%
3 Healthcare 6.05%
4 Consumer Discretionary 4.85%
5 Industrials 3.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$256K 0.12%
4,015
+300
152
$254K 0.12%
1,545
+25
153
$254K 0.12%
10,450
154
$253K 0.11%
6,450
155
$253K 0.11%
1,645
-52
156
$248K 0.11%
+2,595
157
$246K 0.11%
4,031
158
$245K 0.11%
15,388
159
$243K 0.11%
3,500
-250
160
$241K 0.11%
10,000
161
$239K 0.11%
8,616
162
$238K 0.11%
2,500
163
$237K 0.11%
461
164
$236K 0.11%
1,800
165
$234K 0.11%
9,250
-900
166
$233K 0.11%
2,899
167
$233K 0.11%
762
168
$231K 0.11%
2,015
+21
169
$230K 0.1%
4,895
-750
170
$230K 0.1%
2,525
171
$228K 0.1%
1,245
-250
172
$228K 0.1%
962
173
$224K 0.1%
963
174
$224K 0.1%
2,824
175
$219K 0.1%
726
4 5 6
7
8