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
176
$992K 0.08%
2,592
177
$992K 0.08%
8,851
-786
178
$980K 0.08%
11,243
+372
179
$965K 0.08%
7,474
-34
180
$949K 0.08%
11,031
-247
181
$943K 0.08%
14,170
+760
182
$931K 0.08%
5,354
183
$903K 0.07%
47,545
+2,892
184
$890K 0.07%
+6,106
185
$885K 0.07%
9,849
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186
$876K 0.07%
14,575
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187
$872K 0.07%
4,153
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188
$868K 0.07%
3,300
189
$856K 0.07%
4,955
-431
190
$854K 0.07%
2,448
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191
$853K 0.07%
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194
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6,606
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195
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196
$826K 0.07%
10,815
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197
$810K 0.07%
+11,716
198
$806K 0.07%
18,648
-1,263
199
$800K 0.06%
4,427
-63
200
$797K 0.06%
42,880
-7,873
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8
9 10