TIA

Tiemann Investment Advisors Portfolio holdings

AUM $261M
1-Year Est. Return 18.37%
This Quarter Est. Return
1 Year Est. Return
+18.37%
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 +$2.09M
2 +$2.02M
3 +$1.59M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.38M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.08M

Top Sells

1 +$1.68M
2 +$1.14M
3 +$246K
4
AMPH icon
Amphastar Pharmaceuticals
AMPH
+$202K
5
NVDA icon
NVIDIA
NVDA
+$193K

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
TSM icon
176
TSMC
TSM
$1.48T
$228K 0.09%
+1,008
VZ icon
177
Verizon
VZ
$173B
$224K 0.09%
5,179
-505
TLT icon
178
iShares 20+ Year Treasury Bond ETF
TLT
$47.8B
$223K 0.09%
2,525
NSC icon
179
Norfolk Southern
NSC
$63.7B
$221K 0.09%
862
-100
TMFS icon
180
Motley Fool Small-Cap Growth ETF
TMFS
$73.7M
$220K 0.09%
6,225
HPQ icon
181
HP
HPQ
$22.9B
$220K 0.09%
8,991
+375
EWL icon
182
iShares MSCI Switzerland ETF
EWL
$1.37B
$218K 0.09%
3,975
EWD icon
183
iShares MSCI Sweden ETF
EWD
$322M
$213K 0.09%
+4,650
TOL icon
184
Toll Brothers
TOL
$12.6B
$212K 0.09%
1,855
EWA icon
185
iShares MSCI Australia ETF
EWA
$1.47B
$211K 0.09%
8,033
-300
MU icon
186
Micron Technology
MU
$277B
$211K 0.09%
+1,713
ROK icon
187
Rockwell Automation
ROK
$42.3B
$210K 0.09%
+634
TMO icon
188
Thermo Fisher Scientific
TMO
$217B
$210K 0.09%
519
-33
CB icon
189
Chubb
CB
$116B
$210K 0.09%
726
JCI icon
190
Johnson Controls International
JCI
$77.7B
$209K 0.09%
+1,981
ADM icon
191
Archer Daniels Midland
ADM
$28.2B
$206K 0.08%
3,910
-3,025
LEN icon
192
Lennar Class A
LEN
$30.9B
$205K 0.08%
1,850
-165
K icon
193
Kellanova
K
$29B
$204K 0.08%
2,569
CTAS icon
194
Cintas
CTAS
$75B
$204K 0.08%
916
ITW icon
195
Illinois Tool Works
ITW
$70.8B
$200K 0.08%
807
-15
TMUS icon
196
T-Mobile US
TMUS
$242B
$195K 0.08%
817
+30
STZ icon
197
Constellation Brands
STZ
$22.5B
$193K 0.08%
1,185
-60
PAYX icon
198
Paychex
PAYX
$40.3B
$190K 0.08%
1,305
SLYV icon
199
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$4.08B
$188K 0.08%
2,356
AMPH icon
200
Amphastar Pharmaceuticals
AMPH
$1.2B
-6,962