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
$225M
AUM Growth
+$1.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$523K
2
+$206K
3
+$205K
4
MU icon
Micron Technology
MU
+$199K
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$196K

Top Sells

1
+$428K
2
+$386K
3
+$379K
4
NKE icon
Nike
NKE
+$266K
5
ORLY icon
O'Reilly Automotive
ORLY
+$235K

Sector Composition

1 Technology 24.48%
2 Financials 7.3%
3 Healthcare 6.07%
4 Consumer Discretionary 5.1%
5 Communication Services 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.7M 6.53%
151,071
+5,388
2
$13.7M 6.11%
65,232
-2,034
3
$13.3M 5.9%
29,682
-863
4
$12.3M 5.48%
272,452
+4,330
5
$9.94M 4.42%
136,780
-1,186
6
$8.02M 3.57%
64,890
-3,070
7
$6.62M 2.95%
131,257
+1,089
8
$5.2M 2.31%
103,232
+2,144
9
$4.37M 1.94%
10,735
-60
10
$4.1M 1.82%
29,035
-1,407
11
$4.07M 1.81%
22,320
-480
12
$3.88M 1.73%
19,187
-235
13
$3.63M 1.61%
128,150
-655
14
$3.45M 1.54%
17,875
-40
15
$2.65M 1.18%
3,119
16
$2.54M 1.13%
9,875
-313
17
$2.53M 1.13%
23,737
+207
18
$2.49M 1.11%
13,565
-83
19
$2.31M 1.03%
20,388
+32
20
$2.28M 1.01%
23,393
+489
21
$1.95M 0.87%
33,323
-1,392
22
$1.91M 0.85%
35,393
-25
23
$1.91M 0.85%
11,136
24
$1.9M 0.84%
8,827
-10
25
$1.83M 0.82%
22,141
1
2 3 4 5