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
$357M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$2.2M
3
+$2.13M
4
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$1.21M
5
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$1.21M

Top Sells

1
+$5.22M
2
+$1.67M
3
+$1.19M
4
NVS icon
Novartis
NVS
+$990K
5
BSCS icon
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
+$796K

Sector Composition

1 Technology 22.12%
2 Financials 19.27%
3 Healthcare 12.49%
4 Communication Services 9.22%
5 Consumer Discretionary 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.42M 1.52%
32,655
-6
27
$5.08M 1.42%
28,294
+4,350
28
$4.99M 1.4%
149,128
+23,610
29
$4.93M 1.38%
63,227
+453
30
$4.87M 1.36%
42,368
-8,603
31
$4.8M 1.34%
10,064
+128
32
$4.79M 1.34%
17,483
+703
33
$4.63M 1.3%
32,975
+438
34
$4.61M 1.29%
16,567
+2,677
35
$4.45M 1.24%
57,456
-170
36
$4.36M 1.22%
18,764
+123
37
$4.19M 1.17%
32,795
+4,336
38
$4.13M 1.15%
213,590
-61,575
39
$3.7M 1.04%
1,185,279
-189,635
40
$3.66M 1.03%
43,726
+227
41
$3.63M 1.02%
117,302
+31,643
42
$3.58M 1%
114,336
+762
43
$3.5M 0.98%
423,638
+266,495
44
$3.33M 0.93%
+38,953
45
$3.25M 0.91%
6,243
+99
46
$2.97M 0.83%
9,344
+1,798
47
$2.96M 0.83%
312,120
-2,247
48
$2.82M 0.79%
14,203
+289
49
$2.76M 0.77%
38,860
-40
50
$2.57M 0.72%
39,530
+182
1
2
3 4 5