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
$146M
AUM Growth
+$8.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$673K
3
+$293K
4
NFLX icon
Netflix
NFLX
+$239K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$229K

Top Sells

1
+$362K
2
+$257K
3
+$250K
4
KMX icon
CarMax
KMX
+$244K
5
ALB icon
Albemarle
ALB
+$213K

Sector Composition

1 Technology 17.68%
2 Financials 9.51%
3 Healthcare 7.65%
4 Industrials 5.55%
5 Consumer Discretionary 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.67M 5.24%
104,452
-2,280
2
$7.67M 5.24%
68,225
+5,991
3
$6.82M 4.65%
43,214
-2,298
4
$4.55M 3.11%
32,640
-250
5
$3.58M 2.45%
71,076
+21,218
6
$3.47M 2.37%
77,335
+1,871
7
$2.76M 1.88%
107,037
+1,650
8
$2.58M 1.76%
17,712
-244
9
$2.31M 1.58%
10,221
-650
10
$2.29M 1.57%
28,530
-832
11
$2.11M 1.44%
18,734
+75
12
$2M 1.37%
10,281
-18
13
$1.93M 1.32%
36,485
-1,150
14
$1.77M 1.21%
6,021
-400
15
$1.77M 1.21%
18,282
-516
16
$1.76M 1.2%
4,681
-9
17
$1.73M 1.18%
29,837
-1,404
18
$1.68M 1.15%
23,530
-980
19
$1.67M 1.14%
24,920
-620
20
$1.64M 1.12%
17,700
+480
21
$1.63M 1.11%
17,315
-515
22
$1.54M 1.05%
18,046
-808
23
$1.53M 1.05%
25,623
-1,116
24
$1.45M 0.99%
24,485
-878
25
$1.42M 0.97%
8,740
1
2 3 4 5