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
$216M
AUM Growth
-$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$718K
2
+$708K
3
+$315K
4
TSLA icon
Tesla
TSLA
+$297K
5
NET icon
Cloudflare
NET
+$278K

Top Sells

1
+$1.48M
2
+$422K
3
+$347K
4
FBIN icon
Fortune Brands Innovations
FBIN
+$309K
5
MSFT icon
Microsoft
MSFT
+$305K

Sector Composition

1 Technology 21.62%
2 Financials 7.97%
3 Healthcare 7.91%
4 Consumer Discretionary 5.35%
5 Industrials 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$244K 0.11%
7,838
177
$243K 0.11%
4,286
-136
178
$242K 0.11%
2,126
+200
179
$241K 0.11%
3,000
180
$239K 0.11%
1,836
181
$235K 0.11%
13,110
-150
182
$234K 0.11%
3,186
+123
183
$232K 0.11%
1,975
184
$230K 0.11%
6,225
+250
185
$229K 0.11%
802
-50
186
$225K 0.1%
4,050
-1,500
187
$224K 0.1%
+2,053
188
$224K 0.1%
8,483
189
$223K 0.1%
5,883
-466
190
$221K 0.1%
680
-316
191
$219K 0.1%
3,775
192
$215K 0.1%
587
-113
193
$211K 0.1%
11,480
-100
194
$210K 0.1%
+685
195
$209K 0.1%
+2,974
196
$208K 0.1%
2,494
197
$208K 0.1%
2,545
-289
198
$207K 0.1%
4,225
-1,993
199
$207K 0.1%
3,295
-175
200
$204K 0.09%
1,063
+6
6 7
8
9 10