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
$183M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$755K
2
+$749K
3
+$477K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$280K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$267K

Top Sells

1
+$301K
2
+$228K
3
+$227K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$203K
5
DHR icon
Danaher
DHR
+$199K

Sector Composition

1 Technology 22.13%
2 Healthcare 7.12%
3 Financials 6.64%
4 Consumer Discretionary 5.11%
5 Consumer Staples 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$223K 0.12%
3,195
+150
177
$223K 0.12%
1,660
-35
178
$221K 0.12%
1,930
+25
179
$217K 0.12%
610
+15
180
$214K 0.12%
+2,340
181
$213K 0.12%
1,543
+75
182
$213K 0.12%
+635
183
$211K 0.12%
13,110
184
$204K 0.11%
2,645
-150
185
$201K 0.11%
9,210
-1,200
186
$201K 0.11%
3,199
187
$200K 0.11%
+720
188
$198K 0.11%
2,382
+55
189
$195K 0.11%
7,325
-175
190
$191K 0.1%
3,299
191
– –
-1,253
192
– –
-846
193
– –
-1,892
194
– –
-1,135
195
– –
-2,239
196
– –
-797
4 5 6 7
8