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
$244M
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1 +$2.09M
2 +$2.02M
3 +$1.59M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.38M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.08M

Top Sells

1 +$1.68M
2 +$1.14M
3 +$246K
4
AMPH icon
Amphastar Pharmaceuticals
AMPH
+$202K
5
NVDA icon
NVIDIA
NVDA
+$193K

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
TSM icon
176
TSMC
TSM
$1.53T
$228K 0.09%
+1,008
VZ icon
177
Verizon
VZ
$171B
$224K 0.09%
5,179
-505
TLT icon
178
iShares 20+ Year Treasury Bond ETF
TLT
$49.1B
$223K 0.09%
2,525
NSC icon
179
Norfolk Southern
NSC
$65B
$221K 0.09%
862
-100
TMFS icon
180
Motley Fool Small-Cap Growth ETF
TMFS
$74.7M
$220K 0.09%
6,225
HPQ icon
181
HP
HPQ
$25.6B
$220K 0.09%
8,991
+375
EWL icon
182
iShares MSCI Switzerland ETF
EWL
$1.38B
$218K 0.09%
3,975
EWD icon
183
iShares MSCI Sweden ETF
EWD
$323M
$213K 0.09%
+4,650
TOL icon
184
Toll Brothers
TOL
$13.1B
$212K 0.09%
1,855
EWA icon
185
iShares MSCI Australia ETF
EWA
$1.53B
$211K 0.09%
8,033
-300
MU icon
186
Micron Technology
MU
$227B
$211K 0.09%
+1,713
ROK icon
187
Rockwell Automation
ROK
$39.1B
$210K 0.09%
+634
TMO icon
188
Thermo Fisher Scientific
TMO
$204B
$210K 0.09%
519
-33
CB icon
189
Chubb
CB
$107B
$210K 0.09%
726
JCI icon
190
Johnson Controls International
JCI
$71.2B
$209K 0.09%
+1,981
ADM icon
191
Archer Daniels Midland
ADM
$30.4B
$206K 0.08%
3,910
-3,025
LEN icon
192
Lennar Class A
LEN
$32.1B
$205K 0.08%
1,850
-165
K icon
193
Kellanova
K
$28.9B
$204K 0.08%
2,569
CTAS icon
194
Cintas
CTAS
$75.6B
$204K 0.08%
916
ITW icon
195
Illinois Tool Works
ITW
$72.7B
$200K 0.08%
807
-15
TMUS icon
196
T-Mobile US
TMUS
$258B
$195K 0.08%
817
+30
STZ icon
197
Constellation Brands
STZ
$24.6B
$193K 0.08%
1,185
-60
PAYX icon
198
Paychex
PAYX
$45.5B
$190K 0.08%
1,305
SLYV icon
199
SPDR S&P 600 Small Cap Value ETF
SLYV
$4.05B
$188K 0.08%
2,356
AMPH icon
200
Amphastar Pharmaceuticals
AMPH
$1.11B
-6,962