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
$237M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$738K
3
+$645K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$537K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$490K

Top Sells

1
+$383K
2
+$259K
3
+$251K
4
HD icon
Home Depot
HD
+$224K
5
SNPS icon
Synopsys
SNPS
+$184K

Sector Composition

1 Technology 22.49%
2 Healthcare 7.91%
3 Financials 7.8%
4 Consumer Discretionary 5.69%
5 Industrials 5.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$261K 0.11%
705
177
$261K 0.11%
6,349
+240
178
$259K 0.11%
4,422
-54
179
$257K 0.11%
3,000
180
$257K 0.11%
1,643
-50
181
$256K 0.11%
1,975
182
$256K 0.11%
7,838
183
$254K 0.11%
852
-3
184
$254K 0.11%
10,410
185
$253K 0.11%
1,850
186
$253K 0.11%
4,700
-125
187
$253K 0.11%
4,505
188
$252K 0.11%
13,260
-450
189
$250K 0.11%
2,500
190
$248K 0.1%
+3,775
191
$247K 0.1%
+3,063
192
$247K 0.1%
1,053
+10
193
$242K 0.1%
2,200
194
$238K 0.1%
+3,277
195
$236K 0.1%
1,478
+100
196
$236K 0.1%
13,310
197
$235K 0.1%
2,900
198
$233K 0.1%
+4,108
199
$231K 0.1%
642
200
$230K 0.1%
3,470
6 7
8
9 10