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
276
$349K 0.03%
+2,375
277
$339K 0.03%
+1,395
278
$337K 0.03%
3,707
-46
279
$334K 0.03%
1,839
+56
280
$333K 0.03%
8,226
281
$329K 0.03%
+4,418
282
$327K 0.03%
4,577
-3
283
$326K 0.03%
2,520
+420
284
$322K 0.03%
11,735
-3,220
285
$322K 0.03%
2,356
+151
286
$321K 0.03%
12,876
287
$319K 0.03%
2,960
-320
288
$318K 0.03%
7,310
-450
289
$315K 0.03%
11,415
-130
290
$314K 0.03%
5,025
+519
291
$311K 0.03%
639
+56
292
$308K 0.02%
11,541
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293
$306K 0.02%
891
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294
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1,201
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295
$304K 0.02%
6,025
296
$301K 0.02%
11,291
-5,809
297
$296K 0.02%
3,000
+400
298
$296K 0.02%
450
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299
$296K 0.02%
1,106
300
$295K 0.02%
12,488
-77
10 11
12
13 14