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
$145M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$2M
3
+$1.9M
4
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
+$1.68M
5
IBDL
iShares iBonds Dec 2020 Term Corporate ETF
IBDL
+$1.15M

Top Sells

1
+$2.2M
2
+$1.1M
3
+$981K
4
V icon
Visa
V
+$94.7K
5
BSJJ
Invesco BulletShares 2019 High Yield Corporate Bond ETF
BSJJ
+$61.5K

Sector Composition

1 Financials 21.31%
2 Healthcare 13.31%
3 Communication Services 10.99%
4 Technology 10.7%
5 Consumer Discretionary 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$293K 0.2%
4,791
-734
52
$256K 0.18%
6,208
-120
53
$254K 0.17%
1
54
$254K 0.17%
3,435
55
$193K 0.13%
3,534
56
$191K 0.13%
6,025
57
$184K 0.13%
2,017
58
$165K 0.11%
1,081
-200
59
$159K 0.11%
1,772
60
$152K 0.1%
4,513
61
$142K 0.1%
1,103
62
$137K 0.09%
1,065
63
$134K 0.09%
1,020
64
$130K 0.09%
3,612
65
$118K 0.08%
600
66
$115K 0.08%
1,557
-150
67
$115K 0.08%
1,080
-42
68
$108K 0.07%
550
-100
69
$104K 0.07%
1,300
70
$99K 0.07%
680
-26
71
$97K 0.07%
1,200
72
$96K 0.07%
1,150
73
$90K 0.06%
1,625
74
$77K 0.05%
1,300
75
$76K 0.05%
1,768
1 2
3
4 5