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
126
$1.91M 0.15%
16,946
+287
127
$1.88M 0.15%
28,314
-44
128
$1.8M 0.15%
+15,852
129
$1.78M 0.14%
15,301
+4,270
130
$1.75M 0.14%
4,472
-123
131
$1.75M 0.14%
20,689
-508
132
$1.73M 0.14%
68,585
+1,745
133
$1.73M 0.14%
27,730
-559
134
$1.72M 0.14%
20,069
-172
135
$1.71M 0.14%
16,527
-518
136
$1.7M 0.14%
30,326
+140
137
$1.69M 0.14%
19,284
-6,423
138
$1.62M 0.13%
3,677
+63
139
$1.61M 0.13%
5,058
-134
140
$1.6M 0.13%
4,512
+90
141
$1.58M 0.13%
15,621
+278
142
$1.53M 0.12%
2,409
+1,558
143
$1.51M 0.12%
24,698
-929
144
$1.5M 0.12%
7,502
+35
145
$1.47M 0.12%
31,108
+1,965
146
$1.46M 0.12%
18,989
-637
147
$1.45M 0.12%
2,404
+14
148
$1.45M 0.12%
27,823
-3,886
149
$1.44M 0.12%
1,163
-5
150
$1.43M 0.12%
3,653
-28
4 5
6
7 8