TCCM

Timber Creek Capital Management Portfolio holdings

AUM $414M
1-Year Est. Return 23.37%
This Quarter Est. Return
1 Year Est. Return
+23.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$264M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$3.58M
2
+$2.89M
3
+$2.03M
4
WBD icon
Warner Bros
WBD
+$1.52M
5
CRM icon
Salesforce
CRM
+$1.33M

Top Sells

1
+$4.79M
2
+$4.7M
3
+$3.25M
4
FMS icon
Fresenius Medical Care
FMS
+$2.5M
5
BSJP icon
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
+$2.21M

Sector Composition

1 Financials 22.43%
2 Technology 15.4%
3 Healthcare 13.26%
4 Communication Services 11.33%
5 Consumer Discretionary 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$883K 0.33%
18,535
52
$855K 0.32%
36,604
+5,749
53
$855K 0.32%
36,625
+7,110
54
$764K 0.29%
5,038
55
$749K 0.28%
6,793
56
$732K 0.28%
+37,328
57
$722K 0.27%
+45,242
58
$680K 0.26%
1,771
-45
59
$626K 0.24%
27,585
+7,849
60
$514K 0.19%
3,032
61
$482K 0.18%
+24,224
62
$472K 0.18%
6,625
63
$469K 0.18%
1
64
$461K 0.17%
9,133
+3
65
$316K 0.12%
7,625
66
$310K 0.12%
5,000
67
$294K 0.11%
4,622
68
$234K 0.09%
3,568
-275
69
$154K 0.06%
1,150
70
$148K 0.06%
1,330
-500
71
$144K 0.05%
6,121
-18,130
72
$129K 0.05%
5,715
-13,273
73
$127K 0.05%
481
74
$118K 0.04%
1,768
75
$115K 0.04%
650
1 2
3
4 5