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
$214M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$602K
3
+$467K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$258K
5
EMNT icon
PIMCO Enhanced Short Maturity Active ESG ETF
EMNT
+$252K

Top Sells

1
+$2.35M
2
+$815K
3
+$398K
4
MSFT icon
Microsoft
MSFT
+$247K
5
GILD icon
Gilead Sciences
GILD
+$210K

Sector Composition

1 Technology 20.53%
2 Financials 8.45%
3 Healthcare 7.58%
4 Consumer Discretionary 5.94%
5 Industrials 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$255K 0.12%
3,285
+42
177
$253K 0.12%
1,692
-99
178
$252K 0.12%
4,363
+2
179
$252K 0.12%
+2,500
180
$252K 0.12%
3,000
181
$249K 0.12%
13,310
182
$247K 0.12%
2,964
183
$246K 0.12%
9,483
184
$244K 0.11%
667
185
$240K 0.11%
2,215
186
$239K 0.11%
7,033
187
$238K 0.11%
996
188
$238K 0.11%
13,710
-300
189
$237K 0.11%
10,410
-279
190
$233K 0.11%
11,800
-264
191
$232K 0.11%
+5,550
192
$231K 0.11%
1,118
+91
193
$227K 0.11%
+2,195
194
$227K 0.11%
855
195
$224K 0.1%
705
196
$222K 0.1%
1,085
197
$218K 0.1%
1,144
+1
198
$217K 0.1%
3,470
199
$215K 0.1%
1,042
+75
200
$215K 0.1%
960
-400
5 6 7
8
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