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
$880M
AUM Growth
-$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$2.03M
3
+$1.95M
4
MFIC icon
MidCap Financial Investment
MFIC
+$1.91M
5
SINA
Sina Corp
SINA
+$1.38M

Top Sells

1
+$43.5M
2
+$15.3M
3
+$6.58M
4
AAPL icon
Apple
AAPL
+$3.88M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.17M

Sector Composition

1 Healthcare 22.57%
2 Financials 8.24%
3 Technology 7.59%
4 Consumer Discretionary 6.76%
5 Industrials 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.26M 0.71%
33,070
-1,681
27
$6.16M 0.7%
13,786
+310
28
$6.09M 0.69%
57,866
-1,824
29
$5.87M 0.67%
350,970
+59,780
30
$5.83M 0.66%
777,406
+34,480
31
$5.59M 0.64%
40,926
-1,746
32
$5.5M 0.63%
114,740
-47,880
33
$5.32M 0.6%
39,381
-3,381
34
$5.25M 0.6%
58,536
-1,844
35
$5.12M 0.58%
35,914
-1,496
36
$5.1M 0.58%
103,384
-2,156
37
$5.01M 0.57%
48,022
-12,124
38
$4.93M 0.56%
130,213
-36,198
39
$4.92M 0.56%
93,470
+9,658
40
$4.82M 0.55%
141,710
-4,215
41
$4.78M 0.54%
27,258
-956
42
$4.63M 0.53%
81,593
-3,077
43
$4.58M 0.52%
32,465
-1,327
44
$4.45M 0.51%
39,354
-3,165
45
$4.33M 0.49%
21,133
-1,050
46
$4.15M 0.47%
24,019
+16,890
47
$4.05M 0.46%
6,811
+188
48
$4.04M 0.46%
68,053
-2,839
49
$4.01M 0.46%
85,488
-3,558
50
$3.93M 0.45%
26,327
-990
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