TCCM

Timber Creek Capital Management Portfolio holdings

AUM $430M
1-Year Est. Return 32.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.4%
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
+$3.27M
2
+$1.28M
3
+$968K
4
GE icon
GE Aerospace
GE
+$730K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$340K

Top Sells

1
+$1.45M
2
+$516K
3
+$513K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$450K
5
IBDL
iShares iBonds Dec 2020 Term Corporate ETF
IBDL
+$449K

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%
1,026
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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
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85
$39K 0.02%
300
86
$36K 0.02%
589
87
$35K 0.02%
380
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88
$29K 0.02%
490
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89
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90
$28K 0.02%
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91
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150
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92
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300
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$25K 0.02%
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94
$25K 0.02%
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95
$25K 0.02%
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$24K 0.02%
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98
$23K 0.01%
1,000
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99
$23K 0.01%
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100
$21K 0.01%
350
-350
2 3
4
5 6