TCCM

Timber Creek Capital Management Portfolio holdings

AUM $414M
1-Year Est. Return 23.37%
This Quarter Est. Return
1 Year Est. Return
+23.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$111M
AUM Growth
+$4.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$1.51M
3
+$281K
4
MSFT icon
Microsoft
MSFT
+$172K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$122K

Top Sells

1
+$3.23M
2
+$1.74M
3
+$1.18M
4
V icon
Visa
V
+$435K
5
SLB icon
SLB Ltd
SLB
+$220K

Sector Composition

1 Financials 22.04%
2 Healthcare 17.84%
3 Technology 11.34%
4 Industrials 9.26%
5 Consumer Discretionary 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.37M 2.13%
32,895
-2,550
27
$2.3M 2.06%
45,975
-1,500
28
$2.21M 1.99%
24,623
-910
29
$1.85M 1.66%
48,900
-45,920
30
$1.76M 1.58%
24,275
+75
31
$1.71M 1.53%
55,781
-105
32
$1.58M 1.42%
75,009
-1,183
33
$1.52M 1.37%
42,145
+1,125
34
$1.51M 1.36%
+38,920
35
$1.19M 1.06%
30,834
-30,575
36
$1.16M 1.04%
42,120
+1,150
37
$987K 0.89%
24,576
+2,571
38
$440K 0.39%
13,480
+2,870
39
$379K 0.34%
6,461
+4,792
40
$304K 0.27%
3,000
41
$290K 0.26%
5,771
42
$225K 0.2%
3,515
-165
43
$202K 0.18%
1,968
+201
44
$197K 0.18%
1
45
$182K 0.16%
5,678
+190
46
$148K 0.13%
1,261
-262
47
$146K 0.13%
1,605
48
$138K 0.12%
6,025
49
$126K 0.11%
2,333
+757
50
$117K 0.11%
1,772
1
2
3 4 5