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
$147M
AUM Growth
+$31.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$3.36M
2
+$1.02M
3
+$936K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$504K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$463K

Top Sells

1
+$325K
2
+$315K
3
+$241K
4
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$224K
5
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$203K

Sector Composition

1 Technology 21.88%
2 Healthcare 7.86%
3 Financials 6.92%
4 Consumer Discretionary 5.61%
5 Industrials 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$200K 0.14%
+5,317
177
$198K 0.14%
11,356
178
$192K 0.13%
12,884
-3,550
179
$191K 0.13%
3,745
+100
180
$190K 0.13%
1,207
-31
181
$188K 0.13%
995
-115
182
– –
-5,825
183
– –
-3,882
184
– –
-12,118
185
– –
-4,745
4 5 6 7
8