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
$225M
AUM Growth
+$1.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$523K
2
+$206K
3
+$205K
4
MU icon
Micron Technology
MU
+$199K
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$196K

Top Sells

1
+$428K
2
+$386K
3
+$379K
4
NKE icon
Nike
NKE
+$266K
5
ORLY icon
O'Reilly Automotive
ORLY
+$235K

Sector Composition

1 Technology 24.48%
2 Financials 7.3%
3 Healthcare 6.07%
4 Consumer Discretionary 5.1%
5 Communication Services 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$211K 0.09%
3,725
177
$207K 0.09%
8,483
178
$206K 0.09%
+915
179
$205K 0.09%
2,824
180
$205K 0.09%
1,272
-90
181
$205K 0.09%
+5,275
182
$203K 0.09%
2,899
183
$202K 0.09%
733
-254
184
$201K 0.09%
471
185
$200K 0.09%
2,092
-115
186
$199K 0.09%
+1,513
187
$198K 0.09%
1,132
-100
188
$197K 0.09%
3,015
189
$196K 0.09%
963
190
$195K 0.09%
2,275
191
$194K 0.09%
1,375
-255
192
$189K 0.08%
1,835
193
– –
-73
194
– –
-4,366
195
– –
-4,271
196
– –
-2,914
197
– –
-6,110
198
– –
-2,825
199
– –
-3,120
200
– –
-605
4 5 6 7
8