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
76
$3.56M 0.31%
188,067
+17,272
77
$3.48M 0.31%
22,469
+2,563
78
$3.3M 0.29%
46,185
-698
79
$3.27M 0.29%
11,379
+109
80
$3.26M 0.29%
2,551
+655
81
$3.16M 0.28%
29,731
+801
82
$3.09M 0.27%
9,628
-50
83
$3.04M 0.27%
30,682
+22,604
84
$2.94M 0.26%
25,010
-19,073
85
$2.93M 0.26%
14,661
+500
86
$2.92M 0.26%
13,791
-239
87
$2.89M 0.25%
46,518
+1,198
88
$2.87M 0.25%
22,695
+833
89
$2.87M 0.25%
56,868
+29,281
90
$2.86M 0.25%
22,412
+1,355
91
$2.84M 0.25%
+8,288
92
$2.8M 0.25%
54,331
-11,527
93
$2.79M 0.25%
70,587
-3,092
94
$2.74M 0.24%
56,383
-3,753
95
$2.72M 0.24%
3,689
+310
96
$2.63M 0.23%
170,136
-41,515
97
$2.62M 0.23%
50,172
+2,204
98
$2.6M 0.23%
26,059
-86
99
$2.57M 0.23%
49,616
100
$2.57M 0.23%
7,255
+241
2 3
4
5 6