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
$264M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$3.58M
2
+$2.89M
3
+$2.03M
4
WBD icon
Warner Bros
WBD
+$1.52M
5
CRM icon
Salesforce
CRM
+$1.33M

Top Sells

1
+$4.79M
2
+$4.7M
3
+$3.25M
4
FMS icon
Fresenius Medical Care
FMS
+$2.5M
5
BSJP icon
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
+$2.21M

Sector Composition

1 Financials 22.43%
2 Technology 15.4%
3 Healthcare 13.26%
4 Communication Services 11.33%
5 Consumer Discretionary 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.32M 1.64%
58,010
+128
27
$4.2M 1.59%
240,405
-32,500
28
$4.09M 1.55%
16,720
-4
29
$4.06M 1.54%
129,443
-1,801
30
$4.05M 1.53%
40,094
+1
31
$3.96M 1.5%
38,416
+7,130
32
$3.95M 1.5%
64,886
+33,263
33
$3.7M 1.4%
7,204
-1,233
34
$3.65M 1.38%
72,520
-1,175
35
$3.58M 1.36%
+35,991
36
$3.31M 1.25%
24,980
+10,010
37
$3.14M 1.19%
9,637
-46
38
$3.13M 1.18%
35,490
39
$3.09M 1.17%
46,791
-663
40
$2.77M 1.05%
3,276
+598
41
$2.17M 0.82%
43,332
+744
42
$2.12M 0.8%
223,724
+160,793
43
$1.9M 0.72%
124,600
-39,915
44
$1.54M 0.58%
8,604
-80
45
$1.53M 0.58%
5,497
-24
46
$1.41M 0.54%
7,825
47
$1.39M 0.53%
5,310
-2,498
48
$1.34M 0.51%
176,302
+77,686
49
$1.31M 0.5%
597,571
+13,493
50
$1.07M 0.41%
13,148
-1,498
1
2
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