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
$232M
AUM Growth
+$7.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1 +$326K
2 +$271K
3 +$235K
4
THC icon
Tenet Healthcare
THC
+$224K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$221K

Sector Composition

1 Technology 23.05%
2 Financials 7.65%
3 Healthcare 6.23%
4 Consumer Discretionary 5.53%
5 Industrials 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-22,141
202
-1,835
203
-1,375
204
-733