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
$188M
AUM Growth
+$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$950K
3
+$733K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$665K
5
AMGN icon
Amgen
AMGN
+$479K

Top Sells

1
+$1.48M
2
+$525K
3
+$432K
4
C icon
Citigroup
C
+$327K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$252K

Sector Composition

1 Technology 21.25%
2 Financials 7.88%
3 Healthcare 7.67%
4 Consumer Discretionary 5.79%
5 Industrials 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$241K 0.13%
1,379
177
$239K 0.13%
+9,983
178
$236K 0.13%
+4,300
179
$230K 0.12%
+1,075
180
$228K 0.12%
+8,252
181
$228K 0.12%
2,291
182
$226K 0.12%
925
+90
183
$226K 0.12%
+3,000
184
$225K 0.12%
12,514
-240
185
$220K 0.12%
1,385
186
$218K 0.12%
+6,509
187
$216K 0.11%
1,021
188
$215K 0.11%
+555
189
$212K 0.11%
+14,010
190
$211K 0.11%
977
191
$211K 0.11%
2,315
-250
192
$209K 0.11%
+1,102
193
$205K 0.11%
+2,900
194
$205K 0.11%
1,161
-148
195
$204K 0.11%
+859
196
$203K 0.11%
3,470
-100
197
$201K 0.11%
+4,305
198
$200K 0.11%
+2,929
199
$191K 0.1%
3,266
200
$188K 0.1%
705
-250
5 6 7
8
9