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
301
$290K 0.02%
+5,598
302
$289K 0.02%
+8,679
303
$288K 0.02%
2,347
-18
304
$287K 0.02%
3,164
305
$286K 0.02%
4,167
-78
306
$285K 0.02%
4,802
+556
307
$284K 0.02%
601
+77
308
$282K 0.02%
+1,359
309
$281K 0.02%
+3,559
310
$281K 0.02%
1,668
+24
311
$279K 0.02%
2,103
-297
312
$279K 0.02%
1,085
+178
313
$279K 0.02%
3,332
+560
314
$275K 0.02%
3,497
+197
315
$268K 0.02%
+1,061
316
$267K 0.02%
8,717
317
$267K 0.02%
6,479
+193
318
$262K 0.02%
6,680
+1,000
319
$262K 0.02%
934
-51
320
$260K 0.02%
+2,925
321
$258K 0.02%
4,748
-162
322
$255K 0.02%
3,599
+65
323
$253K 0.02%
1,480
-172
324
$251K 0.02%
2,769
+266
325
$250K 0.02%
+2,644
11 12
13
14 15