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
$1.14B
AUM Growth
+$38.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
345
New
Increased
Reduced
Closed

Top Buys

1
+$3.55M
2
+$3.2M
3
+$3.16M
4
POOL icon
Pool Corp
POOL
+$2.84M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.24M

Top Sells

1
+$6.96M
2
+$5.05M
3
+$3.67M
4
SCHW icon
Charles Schwab
SCHW
+$3.35M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$2.24M

Sector Composition

1 Technology 15.09%
2 Financials 8.32%
3 Consumer Discretionary 7.22%
4 Industrials 6.79%
5 Healthcare 6.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.45M 0.57%
76,957
-1,560
52
$6.42M 0.57%
2,613
+49
53
$6.08M 0.54%
83,439
+519
54
$6.06M 0.53%
1,927,199
+77,466
55
$5.97M 0.53%
26,442
+247
56
$5.9M 0.52%
54,203
+78
57
$5.89M 0.52%
32,295
-272
58
$5.86M 0.52%
35,917
+21,729
59
$5.84M 0.51%
135,114
-70
60
$5.83M 0.51%
210,000
+10,030
61
$5.61M 0.49%
701,634
+5,142
62
$5.57M 0.49%
123,221
-4,000
63
$5.43M 0.48%
69,345
+1,034
64
$5.15M 0.45%
44,921
+8,492
65
$5.14M 0.45%
172,131
+2,749
66
$5M 0.44%
15,015
+100
67
$4.76M 0.42%
32,017
+489
68
$4.67M 0.41%
24,411
+1,484
69
$4.63M 0.41%
52,177
-14,729
70
$4.54M 0.4%
49,422
+34,885
71
$4.52M 0.4%
45,175
+772
72
$4.39M 0.39%
47,194
+7,708
73
$3.94M 0.35%
51,084
-2,094
74
$3.78M 0.33%
66,853
+2,166
75
$3.7M 0.33%
121,428
+10,781
1 2
3
4 5