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
126
$1.82M 0.16%
26,196
+830
127
$1.76M 0.15%
1,147
+233
128
$1.75M 0.15%
34,786
+18,420
129
$1.73M 0.15%
95,300
-2,040
130
$1.7M 0.15%
41,592
+3,292
131
$1.69M 0.15%
9,301
-467
132
$1.67M 0.15%
3,524
+92
133
$1.64M 0.14%
17,357
-2,013
134
$1.62M 0.14%
20,150
+1,286
135
$1.58M 0.14%
22,297
-175
136
$1.57M 0.14%
4,428
+75
137
$1.55M 0.14%
9,369
-168
138
$1.53M 0.14%
15,080
-2,250
139
$1.49M 0.13%
31,355
+4,230
140
$1.46M 0.13%
59,388
+1,484
141
$1.39M 0.12%
6,654
+177
142
$1.38M 0.12%
15,003
-1,416
143
$1.38M 0.12%
15,773
-268
144
$1.35M 0.12%
8,155
+993
145
$1.34M 0.12%
14,343
-3,542
146
$1.31M 0.12%
48,624
-2,834
147
$1.3M 0.11%
5,702
+202
148
$1.25M 0.11%
16,227
+1,170
149
$1.23M 0.11%
27,606
-2,616
150
$1.22M 0.11%
9,599
+749
4 5
6
7 8