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
$171M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$5.68M
2
+$1.49M
3
+$1.05M
4
GSST icon
Goldman Sachs Access Ultra Short Bond ETF
GSST
+$864K
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$707K

Top Sells

1
+$4.59M
2
+$409K
3
+$370K
4
META icon
Meta Platforms (Facebook)
META
+$232K
5
FFC
Flaherty & Crumrine Preferred and Income Securities Fund
FFC
+$225K

Sector Composition

1 Technology 19.05%
2 Healthcare 8.28%
3 Financials 7.49%
4 Consumer Discretionary 4.99%
5 Consumer Staples 4.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$223K 0.13%
595
-90
177
$220K 0.13%
1,905
-45
178
$220K 0.13%
+1,468
179
$218K 0.13%
+1,355
180
$214K 0.13%
3,199
181
$214K 0.13%
+2,795
182
$211K 0.12%
3,875
-2,000
183
$203K 0.12%
3,045
-250
184
$200K 0.12%
+2,327
185
$199K 0.12%
+846
186
$197K 0.12%
+13,110
187
$196K 0.12%
+797
188
$196K 0.11%
+1,253
189
$196K 0.11%
+327
190
$190K 0.11%
1,892
-380
191
– –
-680
192
– –
-1,320
193
– –
-4,580
194
– –
-1,713
195
– –
-4,211
196
– –
-4,655
197
– –
-1,876
198
– –
-3,775
4 5 6 7
8