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
326
$248K 0.02%
3,768
327
$248K 0.02%
1,230
-1,117
328
$247K 0.02%
+2,191
329
$244K 0.02%
5,000
330
$241K 0.02%
2,766
+243
331
$241K 0.02%
809
-80
332
$241K 0.02%
+2,760
333
$239K 0.02%
3,959
+79
334
$237K 0.02%
5,218
-256
335
$236K 0.02%
+1,155
336
$233K 0.02%
+5,647
337
$231K 0.02%
8,000
338
$231K 0.02%
365
-2
339
$230K 0.02%
1,395
-1
340
$230K 0.02%
5,371
+358
341
$225K 0.02%
+3,818
342
$224K 0.02%
+1,044
343
$221K 0.02%
+2,300
344
$220K 0.02%
+1,004
345
$216K 0.02%
3,876
-92
346
$215K 0.02%
985
347
$213K 0.02%
+5,248
348
$211K 0.02%
+3,011
349
$211K 0.02%
+2,622
350
$209K 0.02%
9,500
12 13
14
15 16