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
$1.13B
AUM Growth
-$188M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
448
New
Increased
Reduced
Closed

Top Buys

1 +$22.1M
2 +$7.93M
3 +$7.19M
4
BX icon
Blackstone
BX
+$2.98M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.95M

Sector Composition

1 Healthcare 10.28%
2 Technology 9.89%
3 Consumer Discretionary 9.12%
4 Financials 8.32%
5 Real Estate 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$5.3M 0.47%
104,612
+15,493
52
$5.14M 0.46%
37,332
-1,174
53
$5.05M 0.45%
25,551
-1,993
54
$5M 0.44%
163,348
-367,816
55
$4.82M 0.43%
34,847
-1,776
56
$4.75M 0.42%
37,453
-3,926
57
$4.75M 0.42%
30,902
-7,473
58
$4.61M 0.41%
37,076
-2,046
59
$4.43M 0.39%
71,317
-26,772
60
$4.43M 0.39%
20,021
-12
61
$4.41M 0.39%
86,781
-334,064
62
$4.17M 0.37%
91,619
-4,544
63
$4.14M 0.37%
122,575
-5,468
64
$4.13M 0.37%
3,887
-918
65
$3.99M 0.35%
98,608
+21,740
66
$3.99M 0.35%
56,706
-15,671
67
$3.99M 0.35%
76,700
-11,424
68
$3.91M 0.35%
159,888
-17,638
69
$3.89M 0.34%
20,453
-78
70
$3.81M 0.34%
48,093
-3,738
71
$3.77M 0.33%
84,595
+66,975
72
$3.76M 0.33%
47,597
-2,042
73
$3.67M 0.33%
153,673
-41,920
74
$3.65M 0.32%
15,224
+2,122
75
$3.64M 0.32%
10,158
-79