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
176
$1.17M 0.09%
6,000
177
$1.17M 0.09%
11,805
178
$1.17M 0.09%
27,197
-1,240
179
$1.16M 0.09%
7,278
+1,399
180
$1.16M 0.09%
+11,550
181
$1.14M 0.09%
122,810
-4
182
$1.14M 0.09%
11,590
+544
183
$1.14M 0.09%
41,000
184
$1.13M 0.08%
10,025
+221
185
$1.11M 0.08%
7,988
-7,785
186
$1.11M 0.08%
9,331
-7,013
187
$1.1M 0.08%
9,000
188
$1.09M 0.08%
4,814
-180
189
$1.09M 0.08%
17,554
-89
190
$1.08M 0.08%
11,748
+67
191
$1.07M 0.08%
45,192
192
$1.06M 0.08%
7,511
-4,375
193
$1.05M 0.08%
11,362
-47
194
$1.05M 0.08%
14,666
+2,403
195
$1.04M 0.08%
18,106
-7,181
196
$1.03M 0.08%
29,430
-14,133
197
$1.03M 0.08%
15,000
-234
198
$1.02M 0.08%
43,540
-250
199
$1.02M 0.08%
10,268
-345
200
$1.01M 0.08%
10,081
+17
6 7
8
9 10