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
$158M
AUM Growth
-$1.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$3.28M
2
+$1.12M
3
+$944K
4
GE icon
GE Aerospace
GE
+$636K
5
IBDN
iShares iBonds Dec 2022 Term Corporate ETF
IBDN
+$334K

Top Sells

1
+$1.35M
2
+$511K
3
+$510K
4
IBDL
iShares iBonds Dec 2020 Term Corporate ETF
IBDL
+$447K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$437K

Sector Composition

1 Financials 20.98%
2 Technology 10.84%
3 Healthcare 10.28%
4 Communication Services 10.06%
5 Industrials 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$62K 0.04%
424
-256
77
$56K 0.04%
562
78
$55K 0.03%
429
-397
79
$53K 0.03%
200
80
$52K 0.03%
215
81
$51K 0.03%
976
82
$50K 0.03%
900
83
$49K 0.03%
+2,025
84
$39K 0.02%
900
-900
85
$39K 0.02%
300
86
$36K 0.02%
589
87
$35K 0.02%
380
-20
88
$29K 0.02%
490
-35
89
$29K 0.02%
866
-201
90
$28K 0.02%
250
91
$28K 0.02%
150
-150
92
$27K 0.02%
300
-850
93
$25K 0.02%
1,634
94
$25K 0.02%
318
95
$25K 0.02%
450
96
$24K 0.02%
894
-132
97
$24K 0.02%
353
98
$23K 0.01%
+650
99
$23K 0.01%
1,000
-1,000
100
$21K 0.01%
350
-350
2 3
4
5 6