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
$1.29B
AUM Growth
+$47.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
419
New
Increased
Reduced
Closed

Top Buys

1
+$9.94M
2
+$7.78M
3
+$7.02M
4
TWO
Two Harbors Investment
TWO
+$6.51M
5
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$4.94M

Top Sells

1
+$114M
2
+$9.11M
3
+$7.34M
4
WY icon
Weyerhaeuser
WY
+$4.44M
5
AOS icon
A.O. Smith
AOS
+$3.5M

Sector Composition

1 Technology 10.57%
2 Consumer Discretionary 9.56%
3 Healthcare 9.5%
4 Financials 7.59%
5 Real Estate 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.37M 0.11%
12,031
-289
152
$1.35M 0.1%
229,400
+18,640
153
$1.31M 0.1%
89,698
-94,758
154
$1.31M 0.1%
11,528
+542
155
$1.3M 0.1%
20,623
+167
156
$1.29M 0.1%
14,934
-28
157
$1.28M 0.1%
11,928
-864
158
$1.28M 0.1%
93,885
-2,400
159
$1.26M 0.1%
42,679
160
$1.26M 0.1%
75,000
-2,550
161
$1.26M 0.1%
29,649
+15
162
$1.24M 0.1%
9,682
+322
163
$1.23M 0.1%
+25,000
164
$1.23M 0.09%
5,756
+94
165
$1.22M 0.09%
7,157
+5
166
$1.21M 0.09%
12,742
-5,490
167
$1.2M 0.09%
10,000
168
$1.2M 0.09%
20,000
-44
169
$1.19M 0.09%
10,239
-84
170
$1.19M 0.09%
19,129
-132
171
$1.18M 0.09%
52,225
-600
172
$1.16M 0.09%
8,851
+302
173
$1.16M 0.09%
15,500
174
$1.14M 0.09%
22,163
+135
175
$1.14M 0.09%
+22,500
5 6
7
8 9