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Tiemann Investment Advisors Portfolio holdings

AUM $255M
1-Year Est. Return 21.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$261M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$806K
2
+$754K
3
+$595K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$500K
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$351K

Top Sells

1
+$1.01M
2
+$875K
3
+$820K
4
ISRG icon
Intuitive Surgical
ISRG
+$240K
5
NVDA icon
NVIDIA
NVDA
+$229K

Sector Composition

1 Technology 23.51%
2 Financials 8.19%
3 Consumer Discretionary 4.96%
4 Healthcare 4.81%
5 Communication Services 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$240K 0.09%
8,816
-175
177
$239K 0.09%
+1,087
178
$233K 0.09%
1,400
-125
179
$232K 0.09%
1,207
-823
180
$229K 0.09%
+1,356
181
$227K 0.09%
1,800
-50
182
$226K 0.09%
825
-35
183
$226K 0.09%
2,525
184
$224K 0.09%
456
185
$223K 0.09%
2,380
186
$221K 0.08%
633
-1
187
$220K 0.08%
3,975
188
$219K 0.08%
4,650
189
$218K 0.08%
1,981
190
$217K 0.08%
+27
191
$217K 0.08%
8,033
192
$215K 0.08%
+2,849
193
$211K 0.08%
2,569
194
$210K 0.08%
807
195
$210K 0.08%
2,549
-350
196
$209K 0.08%
2,356
197
$208K 0.08%
6,025
-200
198
$206K 0.08%
+3,550
199
$205K 0.08%
726
200
$204K 0.08%
+1,184
5 6 7
8
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