TCCM

Timber Creek Capital Management Portfolio holdings

AUM $393M
1-Year Est. Return 22.28%
This Quarter Est. Return
1 Year Est. Return
+22.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$158M
AUM Growth
-$1.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$3.28M
2
+$1.12M
3
+$944K
4
GE icon
GE Aerospace
GE
+$636K
5
IBDN
iShares iBonds Dec 2022 Term Corporate ETF
IBDN
+$334K

Top Sells

1
+$1.35M
2
+$511K
3
+$510K
4
IBDL
iShares iBonds Dec 2020 Term Corporate ETF
IBDL
+$447K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$437K

Sector Composition

1 Financials 20.98%
2 Technology 10.84%
3 Healthcare 10.28%
4 Communication Services 10.06%
5 Industrials 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$325K 0.21%
6,751
52
$299K 0.19%
1
53
$249K 0.16%
4,791
54
$248K 0.16%
3,535
+100
55
$231K 0.15%
3,534
56
$226K 0.14%
5,717
57
$221K 0.14%
2,017
58
$188K 0.12%
3,622
-700
59
$176K 0.11%
1,772
60
$121K 0.08%
952
61
$121K 0.08%
1,103
62
$115K 0.07%
1,000
63
$102K 0.06%
1,625
64
$93K 0.06%
2,240
-776
65
$90K 0.06%
581
-500
66
$89K 0.06%
1,440
67
$88K 0.06%
1,350
68
$87K 0.05%
1,200
69
$85K 0.05%
1,250
-50
70
$81K 0.05%
250
-300
71
$81K 0.05%
600
72
$73K 0.05%
1,768
73
$67K 0.04%
1,050
74
$66K 0.04%
300
75
$64K 0.04%
651
1 2
3
4 5