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
$224M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1 +$1.63M
2 +$848K
3 +$703K
4
WSM icon
Williams-Sonoma
WSM
+$279K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$250K

Top Sells

1 +$294K
2 +$283K
3 +$251K
4
AAPL icon
Apple
AAPL
+$238K
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
-445
202
-30,000
203
-3,675