TC
Telemus Capital Portfolio holdings
AUM
$1.21B
1-Year Return
23.28%
This Quarter Return
+3.06%
1 Year Return
+23.28%
3 Year Return
+27.91%
5 Year Return
+112.72%
10 Year Return
+146.42%
AUM
$1.34B
AUM Growth
+$43.4M
(+3.4%)
Cap. Flow
+$63.8M
Cap. Flow
% of AUM
4.77%
Top 10 Holdings %
Top 10 Hldgs %
34.15%
Holding
460
New
35
Increased
134
Reduced
185
Closed
19
Top Buys
| 1 |
iShares Russell 1000 ETF
IWB
|
$41.6M |
| 2 |
iShares Russell 2000 ETF
IWM
|
$17.1M |
| 3 |
iShares TIPS Bond ETF
TIP
|
$12.8M |
| 4 |
IPG Photonics
IPGP
|
$5.15M |
| 5 |
BKCC
BlackRock Capital Investment Corporation
BKCC
|
$4.95M |
Top Sells
| 1 |
BSJI
Invesco BulletShares 2018 High Yield Corporate Bond ETF
BSJI
|
$6.51M |
| 2 |
Thor Industries
THO
|
$4.19M |
| 3 |
Apple
AAPL
|
$3.95M |
| 4 |
AutoNation
AN
|
$3.39M |
| 5 |
Tesla
TSLA
|
$2.5M |
Sector Composition
| 1 | Technology | 9.25% |
| 2 | Industrials | 9.07% |
| 3 | Healthcare | 8.47% |
| 4 | Financials | 7.46% |
| 5 | Consumer Discretionary | 7.42% |
