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
$111M
AUM Growth
+$4.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$1.51M
3
+$281K
4
MSFT icon
Microsoft
MSFT
+$172K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$122K

Top Sells

1
+$3.23M
2
+$1.74M
3
+$1.18M
4
V icon
Visa
V
+$435K
5
SLB icon
SLB Ltd
SLB
+$220K

Sector Composition

1 Financials 22.04%
2 Healthcare 17.84%
3 Technology 11.34%
4 Industrials 9.26%
5 Consumer Discretionary 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$112K 0.1%
1,400
52
$112K 0.1%
2,600
53
$93K 0.08%
1,417
+200
54
$92K 0.08%
2,675
55
$89K 0.08%
680
56
$85K 0.08%
3,278
+1,158
57
$82K 0.07%
600
58
$74K 0.07%
2,344
59
$74K 0.07%
496
60
$67K 0.06%
975
61
$65K 0.06%
600
62
$64K 0.06%
1,400
63
$62K 0.06%
1,300
64
$60K 0.05%
577
65
$59K 0.05%
2,000
66
$50K 0.04%
400
67
$50K 0.04%
400
68
$42K 0.04%
952
+227
69
$40K 0.04%
940
70
$38K 0.03%
500
71
$36K 0.03%
550
72
$35K 0.03%
200
73
$35K 0.03%
2,000
74
$30K 0.03%
1,176
-536
75
$29K 0.03%
+310
1 2
3
4 5