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
276
$274K 0.02%
3,118
-105
277
$273K 0.02%
10,761
+380
278
$266K 0.02%
8,485
279
$257K 0.02%
12,909
+48
280
$256K 0.02%
3,497
-394
281
$254K 0.02%
9,517
+2,335
282
$253K 0.02%
4,145
-2,010
283
$251K 0.02%
13,759
-14,715
284
$251K 0.02%
3,300
285
$249K 0.02%
+94
286
$246K 0.02%
1,205
-187
287
$245K 0.02%
711
+19
288
$245K 0.02%
1,739
-235
289
$238K 0.02%
17,022
-1,230
290
$235K 0.02%
3,216
+783
291
$229K 0.02%
7,032
+22
292
$229K 0.02%
3,290
+68
293
$229K 0.02%
4,888
+231
294
$227K 0.02%
1,047
295
$227K 0.02%
2,266
-1,269
296
$227K 0.02%
+8,866
297
$224K 0.02%
7,075
-7,049
298
$223K 0.02%
87,472
+41,630
299
$221K 0.02%
10,522
300
$219K 0.02%
6,883
+484
10 11
12
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