TIA
Tiemann Investment Advisors Portfolio holdings
AUM
$244M
This Quarter Return
+10.56%
1 Year Return
+16.53%
3 Year Return
+66.6%
5 Year Return
+115.4%
10 Year Return
+263.47%
AUM
$206M
AUM Growth
+$206M
(+10%)
Cap. Flow
+$465K
Cap. Flow
% of AUM
0.23%
Top 10 Holdings %
Top 10 Hldgs %
39.03%
Holding
191
New
8
Increased
54
Reduced
96
Closed
5
Top Buys
Top Sells
| 1 |
Cloudflare
NET
|
$541K |
| 2 |
FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF
|
$370K |
| 3 |
iShares MSCI Emerging Markets ETF
EEM
|
$370K |
| 4 |
Realty Income
O
|
$319K |
| 5 |
Microsoft
MSFT
|
$259K |
Sector Composition
| 1 | Technology | 22.71% |
| 2 | Financials | 6.76% |
| 3 | Healthcare | 6.54% |
| 4 | Consumer Discretionary | 5.52% |
| 5 | Industrials | 3.97% |
