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
$214M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$602K
3
+$467K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$258K
5
EMNT icon
PIMCO Enhanced Short Maturity Active ESG ETF
EMNT
+$252K

Top Sells

1
+$2.35M
2
+$815K
3
+$398K
4
MSFT icon
Microsoft
MSFT
+$247K
5
GILD icon
Gilead Sciences
GILD
+$210K

Sector Composition

1 Technology 20.53%
2 Financials 8.45%
3 Healthcare 7.58%
4 Consumer Discretionary 5.94%
5 Industrials 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$215K 0.1%
6,259
-250
202
$212K 0.1%
+1,375
203
$209K 0.1%
+7,838
204
$206K 0.1%
1,144
-24
205
$206K 0.1%
1,266
206
$204K 0.1%
+1,378
207
$203K 0.09%
+3,860
208
$197K 0.09%
3,266
209
$197K 0.09%
2,044
+1
210
$197K 0.09%
1,405
-1,220
211
$195K 0.09%
600
-50
212
$195K 0.09%
1,510
213
– –
-3,242
214
– –
-4,615
5 6 7 8
9