TCCM
Timber Creek Capital Management Portfolio holdings
AUM
$393M
This Quarter Return
+7.27%
1 Year Return
+22.28%
3 Year Return
+78.71%
5 Year Return
+127.3%
10 Year Return
+291.4%
AUM
$182M
AUM Growth
+$182M
(+14%)
Cap. Flow
+$19.1M
Cap. Flow
% of AUM
10.53%
Top 10 Holdings %
Top 10 Hldgs %
50.3%
Holding
125
New
6
Increased
18
Reduced
32
Closed
1
Top Buys
| 1 |
iShares Gold Trust
IAU
|
$12.6M |
| 2 |
Apple
AAPL
|
$6.25M |
| 3 |
NiSource
NI
|
$2.48M |
| 4 |
PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
LTPZ
|
$2.07M |
| 5 |
Biogen
BIIB
|
$1.93M |
Top Sells
| 1 |
eBay
EBAY
|
$2.53M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$1.48M |
| 3 |
Chevron
CVX
|
$1.38M |
| 4 |
Amazon
AMZN
|
$1.16M |
| 5 |
Bristol-Myers Squibb
BMY
|
$982K |
Sector Composition
| 1 | Financials | 27.17% |
| 2 | Technology | 14.06% |
| 3 | Healthcare | 12.57% |
| 4 | Communication Services | 11.99% |
| 5 | Consumer Discretionary | 6.34% |
