TC
Telemus Capital Portfolio holdings
AUM
$1.21B
1-Year Return
23.28%
This Quarter Return
+7.08%
1 Year Return
+23.28%
3 Year Return
+27.91%
5 Year Return
+112.72%
10 Year Return
+146.42%
AUM
$1.14B
AUM Growth
+$38.7M
(+3.5%)
Cap. Flow
-$13.7M
Cap. Flow
% of AUM
-1.21%
Top 10 Holdings %
Top 10 Hldgs %
27.11%
Holding
345
New
13
Increased
150
Reduced
134
Closed
18
Top Buys
| 1 |
Chevron
CVX
|
$3.55M |
| 2 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$3.2M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$3.16M |
| 4 |
Pool Corp
POOL
|
$2.84M |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$2.24M |
Top Sells
| 1 |
SPDR Portfolio Short Term Treasury ETF
SPTS
|
$6.96M |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
$5.05M |
| 3 |
Best Buy
BBY
|
$3.67M |
| 4 |
Charles Schwab
SCHW
|
$3.35M |
| 5 |
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% |
