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
-$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
477
New
Increased
Reduced
Closed

Top Buys

1
+$19.9M
2
+$10.2M
3
+$6.05M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$5.45M
5
AXP icon
American Express
AXP
+$5.31M

Top Sells

1
+$13.9M
2
+$6.18M
3
+$2.93M
4
IPGP icon
IPG Photonics
IPGP
+$2.24M
5
AMAT icon
Applied Materials
AMAT
+$1.73M

Sector Composition

1 Technology 9.11%
2 Healthcare 9.04%
3 Industrials 8.2%
4 Financials 7.25%
5 Consumer Discretionary 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$217K 0.02%
+2,966
377
$216K 0.02%
29,140
378
$216K 0.02%
6,036
+1,240
379
$215K 0.02%
3,000
-2,150
380
$212K 0.02%
5,000
381
$210K 0.02%
6,222
+844
382
$209K 0.02%
2,573
383
$209K 0.02%
10,000
384
$208K 0.02%
8,000
385
$207K 0.02%
1,786
386
$205K 0.02%
+4,663
387
$204K 0.02%
+8,840
388
$203K 0.02%
4,378
+738
389
$202K 0.02%
10,000
390
$198K 0.02%
+12,863
391
$195K 0.02%
5,373
-2,783
392
$194K 0.02%
15,000
393
$191K 0.02%
25,214
394
$188K 0.02%
+10,000
395
$185K 0.02%
+10,000
396
$181K 0.01%
15,525
397
$179K 0.01%
+3,580
398
$176K 0.01%
15,000
399
$174K 0.01%
16,000
400
$171K 0.01%
20,450
14 15
16
17 18