TCCM

Timber Creek Capital Management Portfolio holdings

AUM $393M
1-Year Est. Return 22.28%
This Quarter Est. Return
1 Year Est. Return
+22.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$148M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$3.08M
2
+$1.6M
3
+$1.16M
4
JBLU icon
JetBlue
JBLU
+$994K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$955K

Top Sells

1
+$2.25M
2
+$1.57M
3
+$846K
4
V icon
Visa
V
+$312K
5
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
+$140K

Sector Composition

1 Financials 22.43%
2 Technology 12.84%
3 Healthcare 12.1%
4 Communication Services 11.31%
5 Consumer Discretionary 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.41M 1.63%
23,250
-8,145
27
$2.38M 1.61%
46,099
+14,968
28
$2.28M 1.54%
42,164
-41,595
29
$2.19M 1.48%
58,935
+1,465
30
$2.17M 1.47%
36,960
31
$1.98M 1.34%
19,515
+720
32
$1.69M 1.14%
32,500
+55
33
$1.49M 1.01%
31,245
+1,430
34
$1.39M 0.93%
56,059
-5,682
35
$1.38M 0.93%
54,992
+877
36
$1.33M 0.9%
81,515
+60,805
37
$1.29M 0.87%
31,955
-1,038
38
$1.28M 0.87%
50,873
-493
39
$1.23M 0.83%
27,065
+445
40
$1.22M 0.82%
49,002
-3,573
41
$1.21M 0.82%
12,515
42
$965K 0.65%
40,102
+360
43
$961K 0.65%
39,304
+216
44
$856K 0.58%
34,461
+5,072
45
$820K 0.55%
10,150
46
$728K 0.49%
6,997
47
$564K 0.38%
1,983
-18
48
$465K 0.31%
7,170
-30
49
$366K 0.25%
3,000
50
$325K 0.22%
13,574
+3
1
2
3 4 5