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
$1.29B
AUM Growth
+$44.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$6.79M
2
+$5.53M
3
+$2.88M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.56M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.26M

Top Sells

1
+$4.08M
2
+$3.17M
3
+$2.48M
4
LW icon
Lamb Weston
LW
+$2.28M
5
WFC icon
Wells Fargo
WFC
+$2.13M

Sector Composition

1 Healthcare 13.44%
2 Industrials 8.88%
3 Technology 8.61%
4 Consumer Discretionary 7.84%
5 Financials 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$272K 0.02%
+10,000
377
$271K 0.02%
15,000
378
$270K 0.02%
990
+45
379
$266K 0.02%
1,214
+135
380
$262K 0.02%
25,000
381
$258K 0.02%
1,805
382
$255K 0.02%
2,083
383
$254K 0.02%
+10,000
384
$252K 0.02%
1,667
+134
385
$251K 0.02%
5,378
386
$248K 0.02%
+4,400
387
$243K 0.02%
+5,000
388
$241K 0.02%
4,930
+405
389
$239K 0.02%
2,610
-21
390
$239K 0.02%
1,764
+20
391
$239K 0.02%
12,241
+1,036
392
$238K 0.02%
5,000
393
$235K 0.02%
4,569
394
$235K 0.02%
10,000
395
$234K 0.02%
2,810
-200
396
$234K 0.02%
2,612
397
$233K 0.02%
2,916
-66
398
$232K 0.02%
29,140
-8,250
399
$231K 0.02%
+4,509
400
$230K 0.02%
9,138
14 15
16
17 18