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
$277M
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$2.42M
3
+$2.14M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.48M
5
ICE icon
Intercontinental Exchange
ICE
+$1.12M

Top Sells

1
+$4.72M
2
+$2.26M
3
+$1.89M
4
CRM icon
Salesforce
CRM
+$1.43M
5
NVS icon
Novartis
NVS
+$1.39M

Sector Composition

1 Financials 18.86%
2 Technology 17.64%
3 Healthcare 13.46%
4 Communication Services 12.34%
5 Consumer Discretionary 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.43M 0.52%
5,310
52
$1.39M 0.5%
13,148
53
$1.33M 0.48%
7,825
54
$1.05M 0.38%
+8,784
55
$967K 0.35%
4,528
+98
56
$958K 0.35%
17,820
57
$781K 0.28%
6,643
58
$733K 0.26%
1,706
59
$732K 0.26%
31,365
-1,099
60
$718K 0.26%
31,032
-1,326
61
$710K 0.26%
4,868
-3
62
$685K 0.25%
35,362
-1,049
63
$668K 0.24%
42,904
-1,251
64
$531K 0.19%
1
65
$520K 0.19%
3,032
66
$481K 0.17%
20,734
-761
67
$446K 0.16%
22,990
-651
68
$387K 0.14%
6,625
69
$336K 0.12%
7,625
70
$284K 0.1%
5,000
71
$138K 0.05%
950
-8
72
$123K 0.04%
1,768
73
$105K 0.04%
400
74
$101K 0.04%
650
75
$92.8K 0.03%
1,347
-2,171
1 2
3
4 5