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
$357M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$2.2M
3
+$2.13M
4
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$1.21M
5
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$1.21M

Top Sells

1
+$5.22M
2
+$1.67M
3
+$1.19M
4
NVS icon
Novartis
NVS
+$990K
5
BSCS icon
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
+$796K

Sector Composition

1 Technology 22.12%
2 Financials 19.27%
3 Healthcare 12.49%
4 Communication Services 9.22%
5 Consumer Discretionary 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.16M 0.6%
12,663
52
$2.13M 0.6%
+67,758
53
$2.12M 0.59%
47,050
+1,474
54
$1.88M 0.53%
39,596
+1,072
55
$1.72M 0.48%
23,447
-348
56
$1.62M 0.45%
5,030
-80
57
$1.31M 0.37%
7,725
58
$1.28M 0.36%
27,014
-59
59
$1.26M 0.35%
8,561
60
$1.21M 0.34%
+48,364
61
$1.21M 0.34%
+48,047
62
$1.21M 0.34%
+58,555
63
$1.06M 0.3%
10,724
64
$984K 0.28%
1,706
65
$977K 0.27%
40,189
+5,856
66
$973K 0.27%
57,397
+8,780
67
$967K 0.27%
39,663
+5,647
68
$940K 0.26%
+7,863
69
$938K 0.26%
17,620
70
$816K 0.23%
28,200
+1
71
$801K 0.22%
4,623
72
$729K 0.2%
3,000
73
$691K 0.19%
1
74
$643K 0.18%
27,624
+4,652
75
$631K 0.18%
+6,433
1 2
3
4 5