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
-$6.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$340K
3
+$278K
4
AMPH icon
Amphastar Pharmaceuticals
AMPH
+$258K
5
GEV icon
GE Vernova
GEV
+$251K

Top Sells

1
+$1.15M
2
+$403K
3
+$370K
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$363K
5
AAPL icon
Apple
AAPL
+$319K

Sector Composition

1 Technology 24.09%
2 Financials 8.21%
3 Consumer Discretionary 5.77%
4 Healthcare 5.68%
5 Communication Services 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.8M 7.01%
62,982
-1,272
2
$15.2M 6.75%
156,762
+3,504
3
$12.1M 5.36%
28,632
-465
4
$11.9M 5.29%
263,132
+649
5
$9M 4%
128,084
-2,357
6
$6.89M 3.06%
51,295
-8,570
7
$6.24M 2.78%
123,967
-5,171
8
$6.03M 2.68%
36,156
+7,291
9
$5.58M 2.48%
111,042
+2,456
10
$4.6M 2.05%
10,150
-288
11
$4.34M 1.93%
18,110
-222
12
$3.83M 1.7%
17,470
-471
13
$3.7M 1.65%
19,552
-1,953
14
$3.3M 1.47%
9,876
+186
15
$3.19M 1.42%
114,290
-14,435
16
$2.73M 1.21%
23,688
+253
17
$2.59M 1.15%
2,828
-133
18
$2.57M 1.14%
23,680
-203
19
$2.4M 1.07%
12,596
-702
20
$2.36M 1.05%
18,871
-975
21
$2.05M 0.91%
32,847
-1,220
22
$1.91M 0.85%
14,106
+32
23
$1.89M 0.84%
10,660
-301
24
$1.88M 0.84%
7,777
-100
25
$1.8M 0.8%
19,778
+25
1
2 3 4 5