TC

Telemus Capital Portfolio holdings

AUM $1.21B
1-Year Est. Return 23.28%
This Quarter Est. Return
1 Year Est. Return
+23.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.24B
AUM Growth
+$55.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$8.67M
2
+$3.95M
3
+$3.31M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$2.67M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.54M

Top Sells

1
+$18.2M
2
+$4.58M
3
+$4.04M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$3.32M
5
BABA icon
Alibaba
BABA
+$3.04M

Sector Composition

1 Technology 15.69%
2 Financials 9.07%
3 Consumer Discretionary 8.54%
4 Healthcare 7.73%
5 Industrials 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$599K 0.05%
4,884
+220
227
$595K 0.05%
3,145
228
$582K 0.05%
19,780
-2,180
229
$581K 0.05%
948
+86
230
$576K 0.05%
1,319
+175
231
$575K 0.05%
13,170
-229
232
$571K 0.05%
9,775
+245
233
$566K 0.05%
1,373
-64
234
$547K 0.04%
6,949
-329
235
$547K 0.04%
8,931
236
$545K 0.04%
5,096
237
$536K 0.04%
1,940
+12
238
$534K 0.04%
2,066
-94
239
$525K 0.04%
1,599
-1,425
240
$507K 0.04%
12,086
-277
241
$492K 0.04%
1,533
242
$492K 0.04%
18,363
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243
$486K 0.04%
89,097
+6,102
244
$480K 0.04%
6,241
-213
245
$471K 0.04%
2,916
+190
246
$470K 0.04%
15,652
247
$470K 0.04%
6,857
248
$461K 0.04%
21,760
249
$456K 0.04%
3,811
250
$451K 0.04%
1
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10
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