TIA

Tiemann Investment Advisors Portfolio holdings

AUM $261M
1-Year Est. Return 18.37%
This Quarter Est. Return
1 Year Est. Return
+18.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$154M
AUM Growth
-$33.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$361K
2
+$312K
3
+$245K
4
CAH icon
Cardinal Health
CAH
+$226K
5
NFLX icon
Netflix
NFLX
+$210K

Top Sells

1
+$2.31M
2
+$1.7M
3
+$1.39M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.33M
5
MSFT icon
Microsoft
MSFT
+$1.25M

Sector Composition

1 Technology 19.97%
2 Healthcare 7.66%
3 Financials 7.36%
4 Consumer Discretionary 6.08%
5 Consumer Staples 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$191K 0.12%
3,149
+225
177
$188K 0.12%
683
-125
178
$188K 0.12%
4,655
+25
179
$183K 0.12%
4,211
-75
180
$182K 0.12%
680
181
$182K 0.12%
3,775
182
$181K 0.12%
3,295
183
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-6,023
184
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-7,579
185
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-950
186
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-3,922
187
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-2,025
188
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-8,483
189
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-2,025
190
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191
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-5,975
192
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-1,836
193
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-884
194
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-5,651
195
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-4,750
196
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-7,838
197
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-3,000
198
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-11,480
199
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-13,110
200
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-2,494
5 6 7
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