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
$237M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$738K
3
+$645K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$537K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$490K

Top Sells

1
+$383K
2
+$259K
3
+$251K
4
HD icon
Home Depot
HD
+$224K
5
SNPS icon
Synopsys
SNPS
+$184K

Sector Composition

1 Technology 22.49%
2 Healthcare 7.91%
3 Financials 7.8%
4 Consumer Discretionary 5.69%
5 Industrials 5.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19M 8.04%
166,783
+6,467
2
$15.1M 6.39%
85,186
-944
3
$13.5M 5.7%
40,092
-769
4
$5.89M 2.49%
78,958
+6,080
5
$4.97M 2.1%
37,819
-750
6
$4.41M 1.86%
27,820
-39
7
$3.75M 1.58%
76,668
-705
8
$3.52M 1.49%
24,300
+880
9
$3.47M 1.47%
11,605
+20
10
$3.46M 1.46%
117,869
-120
11
$3.43M 1.45%
6,049
-20
12
$3.19M 1.35%
63,158
+848
13
$2.95M 1.25%
17,680
+220
14
$2.94M 1.24%
17,185
+726
15
$2.93M 1.24%
28,069
+710
16
$2.9M 1.23%
8,233
+15
17
$2.84M 1.2%
32,537
-843
18
$2.4M 1.01%
17,273
+386
19
$2.34M 0.99%
16,200
+1,100
20
$2.28M 0.96%
8,970
-45
21
$2.27M 0.96%
16,729
+79
22
$2.21M 0.93%
8,548
-700
23
$2.13M 0.9%
37,530
+5,755
24
$2.1M 0.89%
71,500
+740
25
$2.05M 0.87%
3,963
-6
1
2 3 4 5