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
$260M
AUM Growth
+$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$5.28M
2
+$5.04M
3
+$4.95M
4
VZ icon
Verizon
VZ
+$4.84M
5
CNH
CNH Industrial
CNH
+$2.64M

Top Sells

1
+$4.56M
2
+$2.32M
3
+$1.92M
4
LTPZ icon
PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
LTPZ
+$1.23M
5
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$644K

Sector Composition

1 Financials 27.32%
2 Communication Services 12.74%
3 Healthcare 11%
4 Technology 10.52%
5 Consumer Discretionary 5.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$501K 0.19%
20,734
+18,929
52
$482K 0.19%
20,667
+10,857
53
$479K 0.18%
3,000
54
$445K 0.17%
7,985
55
$402K 0.15%
16,339
+14,534
56
$385K 0.15%
1
57
$379K 0.15%
15,637
+13,827
58
$346K 0.13%
5,605
59
$340K 0.13%
4,491
-222
60
$296K 0.11%
1,950
-67
61
$281K 0.11%
4,005
-20
62
$269K 0.1%
10,865
-20,914
63
$172K 0.07%
6,105
-22,870
64
$162K 0.06%
2,206
65
$156K 0.06%
6,150
-17,692
66
$147K 0.06%
2,307
67
$131K 0.05%
713
68
$130K 0.05%
581
69
$104K 0.04%
3,985
-2,970
70
$103K 0.04%
743
71
$103K 0.04%
1,768
72
$98K 0.04%
600
73
$97K 0.04%
543
-80
74
$92K 0.04%
1,285
75
$73K 0.03%
1,440
1 2
3
4 5