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
151
$1.42M 0.11%
29,960
+138
152
$1.42M 0.11%
+28,164
153
$1.35M 0.11%
14,209
-313
154
$1.3M 0.11%
10,861
+677
155
$1.28M 0.1%
29,240
+676
156
$1.26M 0.1%
15,096
157
$1.26M 0.1%
21,537
+4,498
158
$1.24M 0.1%
11,708
-1,319
159
$1.2M 0.1%
16,604
-765
160
$1.15M 0.09%
2,019
+185
161
$1.14M 0.09%
13,066
+1,143
162
$1.1M 0.09%
3,129
-201
163
$1.1M 0.09%
19,316
-574
164
$1.08M 0.09%
5,198
+323
165
$1.08M 0.09%
636
+9
166
$1.07M 0.09%
11,855
-406
167
$1.07M 0.09%
37,554
-1,105
168
$1.06M 0.09%
6,463
-34
169
$1.05M 0.09%
23,662
+60
170
$1.05M 0.08%
2,835
-40
171
$1.04M 0.08%
20,623
-7,102
172
$1M 0.08%
32,560
-1,457
173
$1M 0.08%
4,056
-8
174
$993K 0.08%
8,718
+247
175
$992K 0.08%
5,255
-35
5 6
7
8 9