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
$125M
AUM Growth
+$633K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$249K
2
+$235K
3
+$225K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$220K
5
PTR
PETROCHINA COMPANY LIMITED ADS (REP 100 H SHARES)
PTR
+$216K

Top Sells

1
+$224K
2
+$164K
3
+$131K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$127K
5
VZ icon
Verizon
VZ
+$95.5K

Sector Composition

1 Technology 17.64%
2 Financials 9.38%
3 Healthcare 8.39%
4 Industrials 6.36%
5 Consumer Discretionary 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.8M 4.64%
125,328
-3,552
2
$4.91M 3.93%
49,741
-188
3
$4.86M 3.89%
45,679
-95
4
$3.36M 2.69%
32,236
+86
5
$2.76M 2.21%
63,771
+240
6
$2.42M 1.94%
19,950
+177
7
$2.13M 1.71%
26,150
-528
8
$2.11M 1.69%
85,658
+653
9
$1.89M 1.52%
42,949
-1,125
10
$1.72M 1.37%
20,200
-240
11
$1.7M 1.36%
18,609
12
$1.68M 1.35%
31,636
-808
13
$1.67M 1.34%
4,698
-111
14
$1.63M 1.31%
13,365
15
$1.62M 1.3%
17,134
-192
16
$1.61M 1.29%
19,423
-301
17
$1.57M 1.25%
8,395
-680
18
$1.51M 1.21%
13,424
-296
19
$1.5M 1.2%
22,443
-503
20
$1.5M 1.2%
16,206
-425
21
$1.47M 1.17%
29,499
-134
22
$1.46M 1.17%
17,974
+580
23
$1.44M 1.15%
6,884
-14
24
$1.42M 1.14%
10,479
+255
25
$1.41M 1.13%
12,332
-109
1
2 3 4 5