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
$414M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$4.47M
2
+$2.23M
3
+$1.3M
4
RVTY icon
Revvity
RVTY
+$499K
5
FBTC icon
Fidelity Wise Origin Bitcoin Fund
FBTC
+$36.6K

Top Sells

1
+$3.63M
2
+$2.56M
3
+$2.45M
4
CNC icon
Centene
CNC
+$1.47M
5
IAU icon
iShares Gold Trust
IAU
+$134K

Sector Composition

1 Technology 25.21%
2 Financials 18.84%
3 Healthcare 12.87%
4 Communication Services 11.24%
5 Consumer Discretionary 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UL icon
51
Unilever
UL
$146B
$2.4M 0.58%
40,498
-238
RELX icon
52
RELX
RELX
$73.1B
$2.32M 0.56%
48,670
-309
UNH icon
53
UnitedHealth
UNH
$308B
$2.23M 0.54%
+6,449
VTIP icon
54
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$16.6B
$1.94M 0.47%
38,414
-71,606
FIS icon
55
Fidelity National Information Services
FIS
$34B
$1.79M 0.43%
27,086
-169
YUMC icon
56
Yum China
YUMC
$16.9B
$1.53M 0.37%
35,654
-289
BAM icon
57
Brookfield Asset Management
BAM
$85.5B
$1.51M 0.36%
26,518
-146
AIG icon
58
American International
AIG
$41.6B
$1.49M 0.36%
19,017
-79
AMGN icon
59
Amgen
AMGN
$186B
$1.33M 0.32%
4,730
CVX icon
60
Chevron
CVX
$303B
$1.32M 0.32%
8,506
-55
CSCO icon
61
Cisco
CSCO
$307B
$1.21M 0.29%
17,620
IVV icon
62
iShares Core S&P 500 ETF
IVV
$733B
$1.14M 0.27%
1,698
RAL
63
Ralliant Corp
RAL
$5.68B
$1.1M 0.26%
25,053
-557
PEP icon
64
PepsiCo
PEP
$202B
$1.08M 0.26%
7,725
GLD icon
65
SPDR Gold Trust
GLD
$141B
$1.07M 0.26%
3,000
PCAR icon
66
PACCAR
PCAR
$57B
$1.03M 0.25%
10,500
FBTC icon
67
Fidelity Wise Origin Bitcoin Fund
FBTC
$12.3B
$1.02M 0.25%
10,268
+367
IBDR icon
68
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.53B
$938K 0.23%
38,594
-8
IBHF icon
69
iShares iBonds 2026 Term High Yield and Income ETF
IBHF
$1.04B
$908K 0.22%
38,805
+3
IEI icon
70
iShares 3-7 Year Treasury Bond ETF
IEI
$17.6B
$900K 0.22%
7,527
-75
IBDS icon
71
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.49B
$890K 0.22%
36,566
-365
BRK.A icon
72
Berkshire Hathaway Class A
BRK.A
$1.09T
$754K 0.18%
1
PG icon
73
Procter & Gamble
PG
$343B
$710K 0.17%
4,623
EBAY icon
74
eBay
EBAY
$37.1B
$664K 0.16%
7,300
PFE icon
75
Pfizer
PFE
$146B
$648K 0.16%
25,433
1 2
3
4