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
$156M
AUM Growth
+$1.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$2.46M
2
+$1.19M
3
+$975K
4
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$974K
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$870K

Top Sells

1
+$1.9M
2
+$1.21M
3
+$825K
4
IBDK
iShares iBonds Dec 2019 Term Corporate ETF
IBDK
+$703K
5
BSJK
Invesco BulletShares 2020 High Yield Corporate Bond ETF
BSJK
+$569K

Sector Composition

1 Financials 26.53%
2 Healthcare 12.21%
3 Technology 11.75%
4 Communication Services 11.69%
5 Industrials 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.38M 1.52%
22,997
-308
27
$2.37M 1.51%
60,720
+50
28
$2.33M 1.49%
86,675
+578
29
$2.21M 1.42%
36,260
30
$2.19M 1.4%
40,575
+30
31
$1.99M 1.27%
40,224
-20
32
$1.77M 1.13%
19,720
+165
33
$1.66M 1.06%
99,275
+2,720
34
$1.66M 1.06%
59,822
-43,647
35
$1.4M 0.9%
55,197
+16
36
$1.27M 0.82%
50,984
-10,461
37
$1.27M 0.81%
45,700
+35,125
38
$1.26M 0.8%
48,490
+37,610
39
$1.2M 0.77%
8,780
-1,560
40
$1.15M 0.73%
45,297
-4,549
41
$1.07M 0.68%
11,525
-915
42
$1.07M 0.68%
31,296
43
$997K 0.64%
39,145
+34,145
44
$857K 0.55%
6,892
45
$716K 0.46%
10,150
46
$625K 0.4%
+4,970
47
$554K 0.35%
1,856
-9
48
$544K 0.35%
21,265
-32,258
49
$468K 0.3%
+8,041
50
$416K 0.27%
3,000
1
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