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
$393M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$8.11M
2
+$3.54M
3
+$2.84M
4
RVTY icon
Revvity
RVTY
+$1.71M
5
AMZN icon
Amazon
AMZN
+$1.14M

Top Sells

1
+$5.06M
2
+$4.48M
3
+$1.94M
4
SAP icon
SAP
SAP
+$1.68M
5
LYG icon
Lloyds Banking Group
LYG
+$1.33M

Sector Composition

1 Technology 24.18%
2 Financials 19.56%
3 Healthcare 11.46%
4 Communication Services 10.09%
5 Consumer Discretionary 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FERG icon
51
Ferguson
FERG
$48.7B
$2.69M 0.69%
11,899
-8,600
SHYG icon
52
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.28B
$2.68M 0.68%
62,454
+12,462
RELX icon
53
RELX
RELX
$75.2B
$2.48M 0.63%
48,979
+1,129
UL icon
54
Unilever
UL
$145B
$2.45M 0.62%
40,736
+896
FIS icon
55
Fidelity National Information Services
FIS
$33.3B
$1.97M 0.5%
27,255
-327
BAM icon
56
Brookfield Asset Management
BAM
$83B
$1.64M 0.42%
26,664
-300
YUMC icon
57
Yum China
YUMC
$16.7B
$1.57M 0.4%
35,943
-413
AIG icon
58
American International
AIG
$42B
$1.5M 0.38%
19,096
-2,375
CNC icon
59
Centene
CNC
$17.9B
$1.47M 0.38%
56,888
+1,213
AMGN icon
60
Amgen
AMGN
$181B
$1.42M 0.36%
4,730
-300
CVX icon
61
Chevron
CVX
$315B
$1.31M 0.33%
8,561
CSCO icon
62
Cisco
CSCO
$307B
$1.19M 0.3%
17,620
RAL
63
Ralliant Corp
RAL
$5.35B
$1.12M 0.28%
+25,610
PEP icon
64
PepsiCo
PEP
$199B
$1.08M 0.27%
7,725
IVV icon
65
iShares Core S&P 500 ETF
IVV
$667B
$1.07M 0.27%
1,698
-8
PCAR icon
66
PACCAR
PCAR
$50.2B
$1.03M 0.26%
10,500
FBTC icon
67
Fidelity Wise Origin Bitcoin Fund
FBTC
$12.4B
$982K 0.25%
9,901
+1,123
GLD icon
68
SPDR Gold Trust
GLD
$131B
$933K 0.24%
3,000
IBDR icon
69
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.36B
$933K 0.24%
38,602
+3,812
IEI icon
70
iShares 3-7 Year Treasury Bond ETF
IEI
$17B
$904K 0.23%
7,602
+506
IBHF icon
71
iShares iBonds 2026 Term High Yield and Income ETF
IBHF
$963M
$899K 0.23%
38,802
+4,317
IBDS icon
72
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.37B
$894K 0.23%
36,931
+2,377
PG icon
73
Procter & Gamble
PG
$345B
$696K 0.18%
4,623
BRK.A icon
74
Berkshire Hathaway Class A
BRK.A
$1.1T
$695K 0.18%
1
EBAY icon
75
eBay
EBAY
$37.9B
$666K 0.17%
7,300
1 2
3
4