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
$602M
AUM Growth
+$232M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$82.7M
2
+$17.5M
3
+$10.7M
4
BSJH
Guggenheim BulletShares 2017 High Yield Corporate Bond ETF
BSJH
+$8.49M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$8.37M

Top Sells

1
+$10.3M
2
+$8.6M
3
+$5.65M
4
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$4.36M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$4.04M

Sector Composition

1 Healthcare 21.51%
2 Consumer Discretionary 9.47%
3 Technology 8.18%
4 Communication Services 6.38%
5 Financials 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.92M 0.48%
+19,453
52
$2.9M 0.48%
29,540
+24,953
53
$2.87M 0.48%
32,122
+7,149
54
$2.87M 0.48%
61,405
+17,075
55
$2.83M 0.47%
28,787
+6,871
56
$2.78M 0.46%
+19,594
57
$2.75M 0.46%
66,588
+13,165
58
$2.72M 0.45%
28,780
+18,304
59
$2.64M 0.44%
25,438
+9,942
60
$2.47M 0.41%
45,417
+15,307
61
$2.42M 0.4%
68,758
+13,437
62
$2.32M 0.39%
+20,972
63
$2.32M 0.39%
42,934
+38,584
64
$2.29M 0.38%
14,547
+3,515
65
$2.23M 0.37%
+21,836
66
$2.23M 0.37%
+1,730
67
$2.2M 0.36%
9,406
+1,846
68
$2.17M 0.36%
+61,619
69
$2.15M 0.36%
+31,760
70
$2.11M 0.35%
+85,553
71
$2.09M 0.35%
+26,413
72
$2.06M 0.34%
+27,300
73
$2M 0.33%
61,492
+12,872
74
$1.91M 0.32%
+40,390
75
$1.9M 0.32%
+5,592
1 2
3
4 5