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
$216M
AUM Growth
-$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$718K
2
+$708K
3
+$315K
4
TSLA icon
Tesla
TSLA
+$297K
5
NET icon
Cloudflare
NET
+$278K

Top Sells

1
+$1.48M
2
+$422K
3
+$347K
4
FBIN icon
Fortune Brands Innovations
FBIN
+$309K
5
MSFT icon
Microsoft
MSFT
+$305K

Sector Composition

1 Technology 21.62%
2 Financials 7.97%
3 Healthcare 7.91%
4 Consumer Discretionary 5.35%
5 Industrials 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$203K 0.09%
2,025
202
$202K 0.09%
+5,870
203
$199K 0.09%
1,930
-10
204
$199K 0.09%
356
-114
205
$196K 0.09%
5,050
-1,278
206
$194K 0.09%
3,199
207
$192K 0.09%
1,163
208
$186K 0.09%
1,408
-70
209
$185K 0.09%
4,050
-650
210
– –
-850
211
– –
-3,452
212
– –
-1,130
213
– –
-5,388
214
– –
-1,295
215
– –
-1,053
216
– –
-705
217
– –
-3,380
218
– –
-3,277
219
– –
-915
220
– –
-1,094
221
– –
-1,510
222
– –
-1,889
223
– –
-2,900
224
– –
-39
225
– –
-1,142
6 7 8
9
10