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
$216M
AUM Growth
-$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$718K
2
+$708K
3
+$315K
4
TSLA icon
Tesla
TSLA
+$297K
5
NET icon
Cloudflare
NET
+$278K

Top Sells

1
+$1.48M
2
+$422K
3
+$347K
4
FBIN icon
Fortune Brands Innovations
FBIN
+$309K
5
MSFT icon
Microsoft
MSFT
+$305K

Sector Composition

1 Technology 21.62%
2 Financials 7.97%
3 Healthcare 7.91%
4 Consumer Discretionary 5.35%
5 Industrials 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.6M 8.59%
173,489
+6,706
2
$13.4M 6.19%
76,703
-8,483
3
$12.1M 5.57%
39,103
-989
4
$6.2M 2.87%
89,150
+10,192
5
$4.8M 2.22%
40,141
+2,322
6
$3.86M 1.78%
10,937
-668
7
$3.55M 1.64%
26,074
-1,746
8
$3.41M 1.58%
24,520
+220
9
$3.4M 1.57%
75,196
-1,472
10
$3.28M 1.52%
65,230
+2,072
11
$3.21M 1.49%
5,579
-470
12
$3.16M 1.46%
114,829
-3,040
13
$3.01M 1.39%
16,982
-203
14
$2.9M 1.34%
17,820
+140
15
$2.75M 1.27%
26,897
-1,172
16
$2.69M 1.24%
16,564
-165
17
$2.67M 1.24%
32,337
-200
18
$2.36M 1.09%
17,059
-60
19
$2.09M 0.96%
19,027
+641
20
$2.04M 0.94%
16,289
-984
21
$2.02M 0.93%
8,073
-160
22
$2M 0.93%
14,340
-1,860
23
$2M 0.93%
5,577
+828
24
$1.97M 0.91%
72,501
+5,816
25
$1.96M 0.9%
36,450
-1,080
1
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