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
$1.34B
AUM Growth
+$43.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1
+$41.6M
2
+$17.1M
3
+$12.8M
4
IPGP icon
IPG Photonics
IPGP
+$5.15M
5
BKCC
BlackRock Capital Investment Corporation
BKCC
+$4.95M

Top Sells

1
+$6.51M
2
+$4.19M
3
+$3.95M
4
AN icon
AutoNation
AN
+$3.39M
5
TSLA icon
Tesla
TSLA
+$2.5M

Sector Composition

1 Technology 9.25%
2 Industrials 9.07%
3 Healthcare 8.47%
4 Financials 7.46%
5 Consumer Discretionary 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.43M 0.11%
12,579
+20
152
$1.41M 0.11%
25,088
-830
153
$1.39M 0.1%
28,735
-1,221
154
$1.39M 0.1%
12,132
+662
155
$1.39M 0.1%
51,066
+38,096
156
$1.37M 0.1%
6,684
-105
157
$1.36M 0.1%
90,000
+8,110
158
$1.34M 0.1%
5,876
+2,009
159
$1.29M 0.1%
19,339
-1,070
160
$1.29M 0.1%
4,719
-3,260
161
$1.29M 0.1%
35,995
+1,349
162
$1.28M 0.1%
3,266
163
$1.27M 0.09%
15,272
+1,195
164
$1.27M 0.09%
12,954
+25
165
$1.24M 0.09%
31,484
-7,284
166
$1.23M 0.09%
91,542
-200
167
$1.23M 0.09%
28,335
-25
168
$1.22M 0.09%
34,531
+1,958
169
$1.22M 0.09%
15,230
-1,007
170
$1.2M 0.09%
8,843
+465
171
$1.19M 0.09%
81,720
-2,424
172
$1.18M 0.09%
25,135
-14,578
173
$1.18M 0.09%
22,228
-278
174
$1.18M 0.09%
17,000
175
$1.18M 0.09%
51,225
-100
5 6
7
8 9