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
$232M
AUM Growth
+$7.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$326K
2
+$271K
3
+$235K
4
THC icon
Tenet Healthcare
THC
+$224K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$221K

Top Sells

1
+$1.83M
2
+$610K
3
+$495K
4
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$470K
5
TDTT icon
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT
+$294K

Sector Composition

1 Technology 23.05%
2 Financials 7.65%
3 Healthcare 6.23%
4 Consumer Discretionary 5.53%
5 Industrials 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$226K 0.1%
8,333
-150
177
$224K 0.1%
+1,345
178
$222K 0.1%
2,824
179
$222K 0.1%
3,725
180
$221K 0.1%
471
181
$221K 0.1%
842
-90
182
$218K 0.09%
1,368
+96
183
$217K 0.09%
+751
184
$215K 0.09%
+2,669
185
$215K 0.09%
964
+1
186
$211K 0.09%
2,865
-150
187
$211K 0.09%
+4,071
188
$209K 0.09%
2,212
+120
189
$208K 0.09%
+2,010
190
$207K 0.09%
+3,975
191
$205K 0.09%
+2,356
192
$204K 0.09%
+800
193
$204K 0.09%
10,000
-3,310
194
$203K 0.09%
815
-100
195
$202K 0.09%
+4,650
196
$200K 0.09%
+1,348
197
$184K 0.08%
2,075
-200
198
– –
-1,240
199
– –
-2,325
200
– –
-1,513
5 6 7
8
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