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
$155M
AUM Growth
+$1.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$987K
3
+$530K
4
COF icon
Capital One
COF
+$350K
5
CMCSA icon
Comcast
CMCSA
+$60.4K

Top Sells

1
+$7.86M
2
+$2.85M
3
+$464K
4
IBDO
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
+$407K
5
BSJM
Invesco BulletShares 2022 High Yield Corporate Bond ETF
BSJM
+$395K

Sector Composition

1 Financials 23.11%
2 Healthcare 14.57%
3 Technology 11.53%
4 Communication Services 10.04%
5 Consumer Discretionary 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$320K 0.21%
1
52
$266K 0.17%
3,534
53
$256K 0.17%
3,535
54
$254K 0.16%
5,717
55
$252K 0.16%
5,892
-233
56
$227K 0.15%
2,017
57
$171K 0.11%
3,622
58
$148K 0.1%
1,772
59
$131K 0.08%
952
60
$129K 0.08%
1,000
61
$126K 0.08%
2,240
62
$125K 0.08%
1,103
63
$107K 0.07%
1,200
64
$100K 0.06%
1,625
65
$97K 0.06%
581
66
$92K 0.06%
250
67
$91K 0.06%
1,200
-50
68
$86K 0.06%
1,350
69
$86K 0.06%
1,440
70
$85K 0.05%
600
71
$75K 0.05%
1,768
72
$71K 0.05%
1,050
73
$63K 0.04%
547
-15
74
$57K 0.04%
1,065
75
$57K 0.04%
215
1 2
3
4 5