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TIA

Tiemann Investment Advisors Portfolio holdings

AUM $255M
1-Year Est. Return 21.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$261M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$806K
2
+$754K
3
+$595K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$500K
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$351K

Top Sells

1
+$1.01M
2
+$875K
3
+$820K
4
ISRG icon
Intuitive Surgical
ISRG
+$240K
5
NVDA icon
NVIDIA
NVDA
+$229K

Sector Composition

1 Technology 23.51%
2 Financials 8.19%
3 Consumer Discretionary 4.96%
4 Healthcare 4.81%
5 Communication Services 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.5M 7.48%
195,008
+7,599
2
$15.6M 5.97%
61,252
+64
3
$14.2M 5.42%
27,372
-228
4
$13.8M 5.26%
294,387
+7,579
5
$11.6M 4.46%
133,383
+59
6
$8.63M 3.3%
46,249
-1,314
7
$8.15M 3.12%
160,563
-16,205
8
$8M 3.06%
28,440
+75
9
$7.8M 2.98%
153,756
-17,313
10
$5.55M 2.12%
17,598
-170
11
$4.82M 1.85%
9,595
-15
12
$4.64M 1.78%
19,097
-195
13
$3.85M 1.47%
110,242
-636
14
$3.61M 1.38%
16,422
-290
15
$2.81M 1.07%
11,529
-80
16
$2.75M 1.05%
7,742
-20
17
$2.71M 1.04%
22,818
-231
18
$2.71M 1.04%
24,488
+265
19
$2.46M 0.94%
18,976
+50
20
$2.4M 0.92%
2,595
-15
21
$2.36M 0.9%
10,173
-157
22
$2.31M 0.88%
9,755
-271
23
$2.25M 0.86%
34,497
+1,560
24
$2.19M 0.84%
37,092
+1,150
25
$2.12M 0.81%
6,415
-300
1
2 3 4 5