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
$261M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1 +$802K
2 +$762K
3 +$628K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$514K
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$354K

Top Sells

1 +$1.01M
2 +$878K
3 +$822K
4
NVDA icon
NVIDIA
NVDA
+$245K
5
ISRG icon
Intuitive Surgical
ISRG
+$224K

Sector Composition

1 Technology 23.51%
2 Financials 8.19%
3 Consumer Discretionary 4.96%
4 Healthcare 4.81%
5 Communication Services 4.54%