TIA

Tiemann Investment Advisors Portfolio holdings

AUM $258M
1-Year Est. Return 21.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$225M
AUM Growth
-$6.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1 +$1.3M
2 +$345K
3 +$320K
4
AMPH icon
Amphastar Pharmaceuticals
AMPH
+$318K
5
BKNG icon
Booking.com
BKNG
+$240K

Top Sells

1 +$1.18M
2 +$422K
3 +$369K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$342K
5
AAPL icon
Apple
AAPL
+$300K

Sector Composition

1 Technology 24.09%
2 Financials 8.21%
3 Consumer Discretionary 5.77%
4 Healthcare 5.68%
5 Communication Services 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-245
202
-2,075