TIA

Tiemann Investment Advisors Portfolio holdings

AUM $258M
1-Year Est. Return 21.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$244M
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$2.02M
3
+$1.39M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.36M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.07M

Top Sells

1
+$1.24M
2
+$1.14M
3
+$246K
4
AMPH icon
Amphastar Pharmaceuticals
AMPH
+$202K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$179K

Sector Composition

1 Technology 22.35%
2 Financials 8.32%
3 Healthcare 4.91%
4 Consumer Discretionary 4.64%
5 Industrials 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$228K 0.09%
+1,008
177
$224K 0.09%
5,179
-505
178
$223K 0.09%
2,525
179
$221K 0.09%
862
-100
180
$220K 0.09%
6,225
181
$220K 0.09%
8,991
+375
182
$218K 0.09%
3,975
183
$213K 0.09%
+4,650
184
$212K 0.09%
1,855
185
$211K 0.09%
8,033
-300
186
$211K 0.09%
+1,713
187
$210K 0.09%
+634
188
$210K 0.09%
519
-33
189
$210K 0.09%
726
190
$209K 0.09%
+1,981
191
$206K 0.08%
3,910
-3,025
192
$205K 0.08%
1,850
-165
193
$204K 0.08%
2,569
194
$204K 0.08%
916
195
$200K 0.08%
807
-15
196
$195K 0.08%
817
+30
197
$193K 0.08%
1,185
-60
198
$190K 0.08%
1,305
199
$188K 0.08%
2,356
200
– –
-6,962
5 6 7
8
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