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
$887M
AUM Growth
+$66.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1 +$6.41M
2 +$6.17M
3 +$6.03M
4
APD icon
Air Products & Chemicals
APD
+$5.83M
5
PEP icon
PepsiCo
PEP
+$1.53M

Top Sells

1 +$5.22M
2 +$4.7M
3 +$4.64M
4
CSCO icon
Cisco
CSCO
+$3.54M
5
LLY icon
Eli Lilly
LLY
+$3M

Sector Composition

1 Technology 17.25%
2 Healthcare 12.66%
3 Financials 12.48%
4 Industrials 9.68%
5 Consumer Discretionary 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-12,349
202
-7,967