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
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429
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431
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432
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-8,376
433
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435
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436
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437
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438
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