TIA

Tiemann Investment Advisors Portfolio holdings

AUM $258M
1-Year Est. Return 21.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$244M
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$2.02M
3
+$1.39M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.36M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.07M

Top Sells

1
+$1.24M
2
+$1.14M
3
+$246K
4
AMPH icon
Amphastar Pharmaceuticals
AMPH
+$202K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$179K

Sector Composition

1 Technology 22.35%
2 Financials 8.32%
3 Healthcare 4.91%
4 Consumer Discretionary 4.64%
5 Industrials 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$261K 0.11%
1,125
152
$260K 0.11%
989
+26
153
$256K 0.1%
2,840
+245
154
$255K 0.1%
10,450
155
$255K 0.1%
2,297
-105
156
$254K 0.1%
10,000
157
$251K 0.1%
15,388
158
$249K 0.1%
4,725
-250
159
$248K 0.1%
+1,135
160
$244K 0.1%
10,050
+800
161
$243K 0.1%
456
+20
162
$243K 0.1%
2,500
163
$243K 0.1%
1,525
-120
164
$242K 0.1%
3,500
165
$241K 0.1%
1,545
166
$241K 0.1%
4,895
167
$237K 0.1%
1,671
-211
168
$237K 0.1%
2,580
+285
169
$234K 0.1%
+1,625
170
$233K 0.1%
2,899
171
$232K 0.1%
2,824
172
$232K 0.09%
860
+50
173
$230K 0.09%
+1,305
174
$230K 0.09%
+470
175
$229K 0.09%
1,737
-100
5 6
7
8 9