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
101
$2.29M 0.2%
44,544
-16,290
102
$2.25M 0.2%
64,106
-7,346
103
$2.2M 0.19%
24,225
-3,150
104
$2.16M 0.19%
39,126
-3,971
105
$2.16M 0.19%
7,519
-75
106
$2.08M 0.18%
6,065
+2
107
$2.06M 0.18%
73,289
-2,970
108
$2.04M 0.18%
12,492
-439
109
$1.98M 0.18%
17,574
+2,030
110
$1.9M 0.17%
109,419
+38
111
$1.9M 0.17%
34,761
-3,763
112
$1.83M 0.16%
26,082
-10,839
113
$1.8M 0.16%
5,442
-2,305
114
$1.76M 0.16%
37,800
+7
115
$1.74M 0.15%
38,526
+22
116
$1.73M 0.15%
9,597
-1,012
117
$1.73M 0.15%
12,954
+3,473
118
$1.72M 0.15%
14,922
119
$1.69M 0.15%
8,412
120
$1.66M 0.15%
19,147
+691
121
$1.65M 0.15%
12,354
-202
122
$1.63M 0.14%
9,339
-5,055
123
$1.62M 0.14%
17,000
124
$1.57M 0.14%
18,362
-3,506
125
$1.56M 0.14%
44,229
-6,183