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
$1.14B
AUM Growth
+$38.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
345
New
Increased
Reduced
Closed

Top Buys

1
+$3.55M
2
+$3.2M
3
+$3.16M
4
POOL icon
Pool Corp
POOL
+$2.84M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.24M

Top Sells

1
+$6.96M
2
+$5.05M
3
+$3.67M
4
SCHW icon
Charles Schwab
SCHW
+$3.35M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$2.24M

Sector Composition

1 Technology 15.09%
2 Financials 8.32%
3 Consumer Discretionary 7.22%
4 Industrials 6.79%
5 Healthcare 6.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$348K 0.03%
+3,750
252
$347K 0.03%
1,894
-146
253
$342K 0.03%
1,024
-567
254
$342K 0.03%
1,627
+287
255
$335K 0.03%
4,868
+408
256
$330K 0.03%
4,807
+12
257
$324K 0.03%
3,325
+125
258
$322K 0.03%
1,425
-3
259
$322K 0.03%
3,650
260
$318K 0.03%
1,047
+94
261
$313K 0.03%
4,587
+546
262
$304K 0.03%
2,178
-213
263
$304K 0.03%
2,960
264
$303K 0.03%
6,025
265
$302K 0.03%
7,288
-2,790
266
$300K 0.03%
600
-12
267
$300K 0.03%
3,112
-322
268
$295K 0.03%
1,154
-278
269
$292K 0.03%
2,165
+1
270
$291K 0.03%
10,940
271
$288K 0.03%
3,576
-1,295
272
$288K 0.03%
2,049
+15
273
$279K 0.02%
5,170
-1,401
274
$279K 0.02%
3,564
-46,879
275
$278K 0.02%
8,226
-27,504
9 10
11
12 13