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
$880M
AUM Growth
-$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$2.03M
3
+$1.95M
4
MFIC icon
MidCap Financial Investment
MFIC
+$1.91M
5
SINA
Sina Corp
SINA
+$1.38M

Top Sells

1
+$43.5M
2
+$15.3M
3
+$6.58M
4
AAPL icon
Apple
AAPL
+$3.88M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.17M

Sector Composition

1 Healthcare 22.57%
2 Financials 8.24%
3 Technology 7.59%
4 Consumer Discretionary 6.76%
5 Industrials 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$297K 0.03%
11,485
-2,050
277
$293K 0.03%
15,000
278
$293K 0.03%
1,512
-323
279
$291K 0.03%
11,181
-6,867
280
$285K 0.03%
1,600
-1,752
281
$285K 0.03%
10,000
282
$284K 0.03%
3,884
-5,534
283
$282K 0.03%
2,570
-131
284
$282K 0.03%
1,678
-1,383
285
$281K 0.03%
4,000
-80
286
$276K 0.03%
6,310
-266
287
$271K 0.03%
5,628
-831
288
$270K 0.03%
5,500
-1,013
289
$267K 0.03%
4,256
+107
290
$260K 0.03%
3,000
291
$258K 0.03%
11,420
-435
292
$257K 0.03%
6,690
293
$256K 0.03%
10,175
-4,251
294
$252K 0.03%
1,532
-1,232
295
$245K 0.03%
4,500
296
$244K 0.03%
+10,000
297
$243K 0.03%
3,000
298
$243K 0.03%
5,161
-1,243
299
$240K 0.03%
2,822
300
$239K 0.03%
2,888
-662
10 11
12
13 14