TCM

Telos Capital Management Portfolio holdings

AUM $1.07B
1-Year Est. Return 18.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$114M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1 +$3.63M
2 +$3.15M
3 +$2.94M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$2.74M
5
QCOM icon
Qualcomm
QCOM
+$2.42M

Top Sells

No sells this quarter

Sector Composition

1 Technology 13.39%
2 Industrials 9.97%
3 Healthcare 8.11%
4 Energy 8.08%
5 Financials 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$82K 0.07%
+11,000
127
$73K 0.06%
+2,705