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
251
$444K 0.04%
5,955
+2,455
252
$443K 0.04%
2,199
-374
253
$438K 0.04%
1,774
254
$426K 0.03%
6,286
-360
255
$426K 0.03%
12,335
-6,300
256
$422K 0.03%
31,958
-1,652
257
$420K 0.03%
4,522
258
$415K 0.03%
1,807
-45
259
$411K 0.03%
5,579
+500
260
$411K 0.03%
1,686
+88
261
$409K 0.03%
43,377
-20,935
262
$405K 0.03%
1,093
+11
263
$402K 0.03%
9,071
-1,312
264
$394K 0.03%
10,000
265
$393K 0.03%
697
-73
266
$393K 0.03%
44,479
+30,399
267
$387K 0.03%
3,258
-25,613
268
$384K 0.03%
+2,321
269
$378K 0.03%
3,435
-340
270
$376K 0.03%
3,792
271
$376K 0.03%
17,500
272
$371K 0.03%
1,660
+14
273
$365K 0.03%
3,478
+1
274
$361K 0.03%
9,244
+1,823
275
$351K 0.03%
2,063
+47
9 10
11
12 13