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
$161M
AUM Growth
-$884K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$1.53M
2 +$1.01M
3 +$730K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$471K
5
DE icon
Deere & Co
DE
+$465K

Top Sells

1 +$1.27M
2 +$1.06M
3 +$902K
4
BHC icon
Bausch Health
BHC
+$887K
5
WYNN icon
Wynn Resorts
WYNN
+$681K

Sector Composition

1 Technology 15.26%
2 Industrials 10.73%
3 Financials 10.01%
4 Energy 7.8%
5 Healthcare 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-2,200
152
-6,090