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Telemus Capital Portfolio holdings

AUM $1.21B
1-Year Est. Return 23.28%
This Fund
S&P 500
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
+$20M
2
+$10.7M
3
+$6.04M
4
AXP icon
American Express
AXP
+$5.83M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$5.82M

Top Sells

1
+$13.9M
2
+$6.88M
3
+$2.93M
4
IPGP icon
IPG Photonics
IPGP
+$2.63M
5
WY icon
Weyerhaeuser
WY
+$2.09M

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
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