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
101
$2.75M 0.22%
57,003
-417
102
$2.73M 0.22%
20,155
-196
103
$2.63M 0.21%
69,892
104
$2.54M 0.2%
12,146
+794
105
$2.51M 0.2%
42,456
+324
106
$2.5M 0.2%
22,669
+514
107
$2.44M 0.2%
8,336
-350
108
$2.44M 0.2%
20,841
+453
109
$2.4M 0.19%
10,900
-415
110
$2.39M 0.19%
37,699
-20
111
$2.36M 0.19%
7,760
-300
112
$2.23M 0.18%
4,797
-152
113
$2.21M 0.18%
18,831
-1,353
114
$2.21M 0.18%
9,529
-70
115
$2.17M 0.18%
26,754
+833
116
$2.16M 0.17%
67,462
-1,162
117
$2.15M 0.17%
6,207
-187
118
$2.11M 0.17%
6,989
-102
119
$2.11M 0.17%
10,209
+148
120
$2.02M 0.16%
38,768
+277
121
$1.97M 0.16%
14,079
+83
122
$1.97M 0.16%
33,876
-947
123
$1.95M 0.16%
25,612
-535
124
$1.94M 0.16%
22,207
-557
125
$1.91M 0.15%
8,134
-79
3 4
5
6 7