TCM

Telos Capital Management Portfolio holdings

AUM $982M
1-Year Est. Return 13.35%
This Quarter Est. Return
1 Year Est. Return
+13.35%
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 +$3.62M
2 +$2.96M
3 +$2.9M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$2.71M
5
CSCO icon
Cisco
CSCO
+$2.57M

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