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
$131M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$706K
2
+$442K
3
+$339K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$330K
5
TMFS icon
Motley Fool Small-Cap Growth ETF
TMFS
+$327K

Top Sells

1
+$201K
2
+$200K
3
+$112K
4
RTX icon
RTX Corp
RTX
+$109K
5
XOM icon
Exxon Mobil
XOM
+$74K

Sector Composition

1 Technology 17.61%
2 Financials 8.89%
3 Healthcare 8.85%
4 Industrials 6.07%
5 Consumer Discretionary 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$203K 0.15%
1,710
-1,000
177
$200K 0.15%
+5,036
178
– –
-2,305
179
– –
-10,500
4 5 6 7
8