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
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380
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381
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382
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383
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384
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385
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386
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-184,076
387
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-9,381
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