TIA

Tiemann Investment Advisors Portfolio holdings

AUM $258M
1-Year Est. Return 21.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$224M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$846K
3
+$701K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$239K
5
META icon
Meta Platforms (Facebook)
META
+$221K

Top Sells

1
+$294K
2
+$253K
3
+$250K
4
NVDA icon
NVIDIA
NVDA
+$227K
5
WBA
Walgreens Boots Alliance
WBA
+$225K

Sector Composition

1 Technology 22.59%
2 Financials 7.53%
3 Healthcare 6.45%
4 Consumer Discretionary 5.89%
5 Industrials 4.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-2,477
202
– –
-445
203
– –
-3,675
5 6 7 8
9