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
$156M
AUM Growth
+$1.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$2.46M
2
+$1.19M
3
+$975K
4
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$974K
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$870K

Top Sells

1
+$1.9M
2
+$1.21M
3
+$825K
4
IBDK
iShares iBonds Dec 2019 Term Corporate ETF
IBDK
+$703K
5
BSJK
Invesco BulletShares 2020 High Yield Corporate Bond ETF
BSJK
+$569K

Sector Composition

1 Financials 26.53%
2 Healthcare 12.21%
3 Technology 11.75%
4 Communication Services 11.69%
5 Industrials 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$316K 0.2%
+7,112
52
$311K 0.2%
1
53
$307K 0.2%
4,713
-2,186
54
$286K 0.18%
11,745
-19,610
55
$251K 0.16%
3,134
56
$249K 0.16%
2,117
57
$249K 0.16%
3,535
58
$246K 0.16%
5,605
59
$232K 0.15%
9,355
-28,329
60
$225K 0.14%
9,420
-23,811
61
$166K 0.11%
4,078
-14
62
$163K 0.1%
3,172
-450
63
$160K 0.1%
4,685
-125
64
$156K 0.1%
1,103
65
$142K 0.09%
1,767
-1,767
66
$133K 0.09%
1,035
67
$124K 0.08%
581
68
$104K 0.07%
1,772
69
$98K 0.06%
600
70
$97K 0.06%
1,768
71
$95K 0.06%
250
72
$92K 0.06%
713
73
$82K 0.05%
630
74
$80K 0.05%
1,200
75
$78K 0.05%
1,285
1 2
3
4 5