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
$338M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1 +$21.9M
2 +$9.77M
3 +$9.24M
4
SH icon
ProShares Short S&P500
SH
+$5.92M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.73M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.5%
2 Consumer Discretionary 5.09%
3 Industrials 3.92%
4 Healthcare 3.74%
5 Financials 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$21.9M 6.48%
+232,287
2
$9.77M 2.9%
+142,713
3
$9.24M 2.74%
+192,872
4
$5.92M 1.75%
+26,416
5
$5.73M 1.7%
+34,104
6
$5.41M 1.6%
+62,761
7
$4.94M 1.46%
+63,227
8
$3.88M 1.15%
+227,808
9
$3.65M 1.08%
+56,665
10
$3.38M 1%
+39,894
11
$3.22M 0.96%
+47,897
12
$2.88M 0.85%
+40,153
13
$2.87M 0.85%
+12,623
14
$2.64M 0.78%
+10,071
15
$2.59M 0.77%
+33,630
16
$2.58M 0.76%
+26,824
17
$2.56M 0.76%
+53,620
18
$2.55M 0.76%
+28,856
19
$2.54M 0.75%
+33,540
20
$2.54M 0.75%
+33,615
21
$2.54M 0.75%
+31,930
22
$2.5M 0.74%
+25,056
23
$2.43M 0.72%
+73,010
24
$2.32M 0.69%
+24,843
25
$2.24M 0.66%
+32,953