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
$1.34B
AUM Growth
+$43.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1
+$41.6M
2
+$17.1M
3
+$12.8M
4
IPGP icon
IPG Photonics
IPGP
+$5.15M
5
BKCC
BlackRock Capital Investment Corporation
BKCC
+$4.95M

Top Sells

1
+$6.51M
2
+$4.19M
3
+$3.95M
4
AN icon
AutoNation
AN
+$3.39M
5
TSLA icon
Tesla
TSLA
+$2.5M

Sector Composition

1 Technology 9.25%
2 Industrials 9.07%
3 Healthcare 8.47%
4 Financials 7.46%
5 Consumer Discretionary 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.89M 0.22%
33,944
-500
102
$2.86M 0.21%
7,693
+75
103
$2.84M 0.21%
25,547
-190
104
$2.82M 0.21%
241,150
+5,330
105
$2.72M 0.2%
386,880
-51,920
106
$2.65M 0.2%
29,642
+226
107
$2.6M 0.19%
7,671
-440
108
$2.58M 0.19%
+160,510
109
$2.52M 0.19%
19,729
-5,123
110
$2.38M 0.18%
28,618
+1,676
111
$2.38M 0.18%
51,510
+756
112
$2.34M 0.17%
81,467
-1,485
113
$2.24M 0.17%
26,462
-3,910
114
$2.18M 0.16%
20,007
-201
115
$2.15M 0.16%
72,851
+4,809
116
$2.06M 0.15%
84,000
-17,500
117
$2.05M 0.15%
26,578
-1,071
118
$2.02M 0.15%
10,849
+59
119
$1.98M 0.15%
38,816
-1,261
120
$1.96M 0.15%
71,682
-20,000
121
$1.92M 0.14%
6,049
122
$1.89M 0.14%
8,412
-1,157
123
$1.89M 0.14%
27,717
-947
124
$1.87M 0.14%
17,000
125
$1.85M 0.14%
38,495
-1,620
3 4
5
6 7