We are live on ! Find out more
TIA

Tiemann Investment Advisors Portfolio holdings

AUM $255M
1-Year Est. Return 21.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$261M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$806K
2
+$754K
3
+$595K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$500K
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$351K

Top Sells

1
+$1.01M
2
+$875K
3
+$820K
4
ISRG icon
Intuitive Surgical
ISRG
+$240K
5
NVDA icon
NVIDIA
NVDA
+$229K

Sector Composition

1 Technology 23.51%
2 Financials 8.19%
3 Consumer Discretionary 4.96%
4 Healthcare 4.81%
5 Communication Services 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$278K 0.11%
1,800
152
$275K 0.11%
3,250
-250
153
$274K 0.1%
2,999
-125
154
$273K 0.1%
563
+44
155
$265K 0.1%
1,305
156
$263K 0.1%
4,175
-50
157
$263K 0.1%
5,600
158
$261K 0.1%
740
159
$260K 0.1%
4,575
-150
160
$260K 0.1%
15,388
161
$260K 0.1%
1,880
+25
162
$259K 0.1%
862
163
$255K 0.1%
470
164
$255K 0.1%
888
-101
165
$255K 0.1%
10,450
166
$255K 0.1%
2,297
167
$254K 0.1%
1,807
+70
168
$246K 0.09%
1,135
169
$246K 0.09%
2,824
170
$245K 0.09%
2,500
171
$245K 0.09%
2,580
172
$244K 0.09%
4,085
+175
173
$243K 0.09%
9,550
-500
174
$243K 0.09%
1,125
175
$243K 0.09%
+3,175
5 6
7
8 9