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
101
$2.48M 0.22%
5,562
+28
102
$2.47M 0.22%
50,247
-4,491
103
$2.43M 0.21%
22,508
+8,113
104
$2.41M 0.21%
15,126
-1,355
105
$2.36M 0.21%
10,576
+1,331
106
$2.32M 0.2%
33,133
-5,320
107
$2.32M 0.2%
22,245
+311
108
$2.24M 0.2%
7,318
+95
109
$2.21M 0.2%
36,703
+1,083
110
$2.2M 0.19%
7,190
+1,644
111
$2.2M 0.19%
4,992
-197
112
$2.19M 0.19%
22,822
+775
113
$2.12M 0.19%
44,357
+8,705
114
$2.11M 0.19%
28,369
-252
115
$2.06M 0.18%
50,591
+876
116
$2.01M 0.18%
39,084
+163
117
$2M 0.18%
61,191
+2,323
118
$1.98M 0.17%
66,241
-561
119
$1.96M 0.17%
5,841
-62
120
$1.93M 0.17%
18,430
-143
121
$1.9M 0.17%
17,993
-18,086
122
$1.83M 0.16%
26,307
-224
123
$1.83M 0.16%
13,669
+1,294
124
$1.82M 0.16%
17,972
+863
125
$1.82M 0.16%
16,580
+176
3 4
5
6 7