TIA
Tiemann Investment Advisors Portfolio holdings
AUM
$244M
1-Year Est. Return
16.53%
1 Year Est. Return
+16.53%
AUM
$244M
AUM Growth
+$23.8M
(+11%)
Holding
202
Top Buys
| 1 | +$2.09M | |
| 2 | +$2.02M | |
| 3 | +$1.59M | |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$1.38M |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
+$1.08M |
Top Sells
| 1 | +$1.68M | |
| 2 | +$1.14M | |
| 3 | +$246K | |
| 4 |
Amphastar Pharmaceuticals
AMPH
|
+$202K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
201
Bristol-Myers Squibb
BMY
$88.8B
| – | – |
-4,031
|
|
||
|
DFS
202
DELISTED
Discover Financial Services
DFS
| – | – |
-6,667
|
|