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
+$44.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$6.79M
2
+$5.53M
3
+$2.88M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$2.56M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.26M

Top Sells

1
+$4.08M
2
+$3.17M
3
+$2.48M
4
LW icon
Lamb Weston
LW
+$2.28M
5
WFC icon
Wells Fargo
WFC
+$2.13M

Sector Composition

1 Healthcare 13.44%
2 Industrials 8.88%
3 Technology 8.61%
4 Consumer Discretionary 7.84%
5 Financials 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.23M 0.1%
28,437
+8,595
177
$1.22M 0.09%
28,360
+1,668
178
$1.2M 0.09%
12,929
-34,160
179
$1.19M 0.09%
22,506
+436
180
$1.17M 0.09%
19,943
+494
181
$1.16M 0.09%
91,742
+2,000
182
$1.16M 0.09%
42,205
+2,145
183
$1.16M 0.09%
20,000
184
$1.14M 0.09%
51,325
+1,250
185
$1.13M 0.09%
8,378
+5
186
$1.12M 0.09%
3,266
-14
187
$1.11M 0.09%
17,643
188
$1.1M 0.09%
9,804
-701
189
$1.1M 0.08%
11,470
-99
190
$1.08M 0.08%
41,000
191
$1.07M 0.08%
97,043
-310
192
$1.07M 0.08%
14,077
+398
193
$1.07M 0.08%
17,195
+459
194
$1.07M 0.08%
32,573
+1,024
195
$1.03M 0.08%
6,000
196
$1.03M 0.08%
25,500
197
$1.03M 0.08%
45,192
-504
198
$1.02M 0.08%
4,994
-226
199
$1.02M 0.08%
43,790
-75
200
$1.01M 0.08%
10,064
+45
6 7
8
9 10