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
$404M
AUM Growth
-$34.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$6.72M
2
+$4.97M
3
+$4.29M
4
VZ icon
Verizon
VZ
+$4.19M
5
ABBV icon
AbbVie
ABBV
+$3.71M

Top Sells

1
+$7.83M
2
+$4.6M
3
+$3.47M
4
VFC icon
VF Corp
VFC
+$3.37M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$2.86M

Sector Composition

1 Technology 16.88%
2 Healthcare 15.26%
3 Financials 11.65%
4 Communication Services 8.44%
5 Consumer Staples 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
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