TCCM
Timber Creek Capital Management Portfolio holdings
AUM
$393M
1-Year Return
22.28%
This Quarter Return
-6.12%
1 Year Return
+22.28%
3 Year Return
+78.71%
5 Year Return
+127.3%
10 Year Return
+291.4%
AUM
$253M
AUM Growth
-$49.9M
(-16%)
Cap. Flow
-$27.7M
Cap. Flow
% of AUM
-10.98%
Top 10 Holdings %
Top 10 Hldgs %
39.22%
Holding
141
New
11
Increased
22
Reduced
46
Closed
2
Top Buys
| 1 |
Salesforce
CRM
|
$2.15M |
| 2 |
Micron Technology
MU
|
$2.13M |
| 3 |
Coca-Cola
KO
|
$251K |
| 4 |
Willis Towers Watson
WTW
|
$205K |
| 5 |
MarketAxess Holdings
MKTX
|
$152K |
Top Sells
| 1 |
Charter Communications
CHTR
|
$5.25M |
| 2 |
iShares Gold Trust
IAU
|
$3.8M |
| 3 |
SPDR Gold MiniShares Trust
GLDM
|
$3.68M |
| 4 |
Elevance Health
ELV
|
$3.34M |
| 5 |
Fiserv
FI
|
$2.03M |
Sector Composition
| 1 | Financials | 22.41% |
| 2 | Technology | 14.78% |
| 3 | Healthcare | 13.7% |
| 4 | Communication Services | 11.07% |
| 5 | Consumer Discretionary | 6.2% |
