TCM
Telos Capital Management Portfolio holdings
AUM
$982M
1-Year Est. Return
13.35%
1 Year Est. Return
+13.35%
AUM
$982M
AUM Growth
+$64.4M
(+7%)
Holding
201
Top Buys
| 1 | +$4.48M | |
| 2 | +$3.13M | |
| 3 | +$3.02M | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$1.84M |
| 5 |
Chevron
CVX
|
+$1.13M |
Top Sells
| 1 | +$7.74M | |
| 2 | +$4.79M | |
| 3 | +$1.15M | |
| 4 |
AMTM
Amentum Holdings
AMTM
|
+$837K |
| 5 |
T. Rowe Price
TROW
|
+$702K |
Sector Composition
| 1 | Technology | 18.8% |
| 2 | Financials | 13.74% |
| 3 | Industrials | 10.88% |
| 4 | Healthcare | 8.36% |
| 5 | Consumer Discretionary | 6.37% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
UnitedHealth
UNH
$328B
| – | – |
-14,769
|
|