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
$1.24B
AUM Growth
+$55.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1 +$8.67M
2 +$3.95M
3 +$3.31M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$2.67M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.54M

Top Sells

1 +$18.2M
2 +$4.58M
3 +$4.04M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$3.32M
5
BABA icon
Alibaba
BABA
+$3.04M

Sector Composition

1 Technology 15.69%
2 Financials 9.07%
3 Consumer Discretionary 8.54%
4 Healthcare 7.73%
5 Industrials 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$6.39M 0.52%
125,173
+2,754
52
$6.29M 0.51%
73,542
-2,623
53
$6.1M 0.49%
65,307
-1,235
54
$6.05M 0.49%
70,579
+219
55
$5.82M 0.47%
26,848
-702
56
$5.75M 0.46%
14,329
+124
57
$5.74M 0.46%
69,957
-648
58
$5.7M 0.46%
32,803
-554
59
$5.43M 0.44%
62,370
+502
60
$5.06M 0.41%
64,345
-7,828
61
$5.02M 0.41%
10,203
-21
62
$4.98M 0.4%
22,149
-1,061
63
$4.88M 0.39%
80,186
+43
64
$4.87M 0.39%
29,760
+550
65
$4.78M 0.39%
120,592
+884
66
$4.64M 0.37%
45,696
-898
67
$4.55M 0.37%
144,394
-3,765
68
$4.5M 0.36%
142,225
+35,385
69
$4.47M 0.36%
146,077
-1,044
70
$4.45M 0.36%
6,915
-589
71
$4.45M 0.36%
91,019
+40,042
72
$4.44M 0.36%
21,310
-3,673
73
$4.41M 0.36%
67,785
-62,064
74
$4.37M 0.35%
246,332
+3,762
75
$4.21M 0.34%
55,391
+1,083