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
$1.34B
AUM Growth
+$43.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1
+$41.6M
2
+$17.1M
3
+$12.8M
4
IPGP icon
IPG Photonics
IPGP
+$5.15M
5
BKCC
BlackRock Capital Investment Corporation
BKCC
+$4.95M

Top Sells

1
+$6.51M
2
+$4.19M
3
+$3.95M
4
AN icon
AutoNation
AN
+$3.39M
5
TSLA icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.8M 0.8%
835,080
-1,436
27
$9.8M 0.73%
164,200
+2,700
28
$9.19M 0.69%
55,887
-1,888
29
$8.95M 0.67%
186,157
+2,669
30
$8.78M 0.66%
35,963
+433
31
$8.76M 0.65%
32,908
+454
32
$8.62M 0.64%
617,317
+34,322
33
$8.51M 0.64%
56,684
+123
34
$8.07M 0.6%
21,955
+428
35
$8M 0.6%
79,104
-8,449
36
$7.93M 0.59%
461,591
+23,607
37
$7.77M 0.58%
436,164
+30,849
38
$7.47M 0.56%
42,375
+1,203
39
$7.36M 0.55%
450,964
+6,497
40
$7.36M 0.55%
43,240
+340
41
$7.33M 0.55%
27,154
-4,317
42
$7.05M 0.53%
235,471
+1,803
43
$6.92M 0.52%
63,362
+3,129
44
$6.89M 0.51%
14,620
+135
45
$6.66M 0.5%
45,828
+65
46
$6.64M 0.5%
58,848
-1,957
47
$6.62M 0.49%
61,726
+566
48
$6.59M 0.49%
39,998
+5,284
49
$5.64M 0.42%
82,982
+14,214
50
$5.63M 0.42%
36,050
+32,983
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