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
51
$3.91M 0.44%
125,814
-6,036
52
$3.86M 0.44%
64,507
-2,774
53
$3.73M 0.42%
25,549
-1,853
54
$3.67M 0.42%
19,991
-2,005
55
$3.63M 0.41%
52,065
-8,567
56
$3.54M 0.4%
146,020
-33,820
57
$3.51M 0.4%
95,294
-3,976
58
$3.44M 0.39%
18,461
-927
59
$3.29M 0.37%
48,103
-11,804
60
$3.17M 0.36%
24,364
-3,376
61
$3.15M 0.36%
66,265
-1,846
62
$3.13M 0.36%
1,710
-10
63
$3.1M 0.35%
27,880
+3,378
64
$3.07M 0.35%
27,548
-2,707
65
$3.01M 0.34%
130,664
-9,690
66
$2.81M 0.32%
59,100
-3,865
67
$2.77M 0.31%
38,694
-1,079
68
$2.64M 0.3%
26,739
-752
69
$2.62M 0.3%
92,845
-64,722
70
$2.53M 0.29%
28,477
-205
71
$2.42M 0.28%
106,575
-675
72
$2.39M 0.27%
19,470
-7,689
73
$2.33M 0.27%
78,913
-11,474
74
$2.32M 0.26%
20,733
-147
75
$2.3M 0.26%
9,442
-254
1 2
3
4 5