TCCM
Timber Creek Capital Management Portfolio holdings
AUM
$393M
1-Year Return
22.28%
This Quarter Return
+8.36%
1 Year Return
+22.28%
3 Year Return
+78.71%
5 Year Return
+127.3%
10 Year Return
+291.4%
AUM
$280M
AUM Growth
+$16M
(+6.1%)
Cap. Flow
+$555K
Cap. Flow
% of AUM
0.2%
Top 10 Holdings %
Top 10 Hldgs %
38.98%
Holding
138
New
3
Increased
16
Reduced
50
Closed
7
Top Buys
| 1 |
Brookfield Asset Management
BAM
|
$1.46M |
| 2 |
Lithia Motors
LAD
|
$1.31M |
| 3 |
iShares TIPS Bond ETF
TIP
|
$997K |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$945K |
| 5 |
Lloyds Banking Group
LYG
|
$850K |
Top Sells
| 1 |
PACCAR
PCAR
|
$1.08M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$877K |
| 3 |
CarMax
KMX
|
$791K |
| 4 |
American International
AIG
|
$735K |
| 5 |
MarketAxess Holdings
MKTX
|
$604K |
Sector Composition
| 1 | Financials | 19.86% |
| 2 | Technology | 17.93% |
| 3 | Communication Services | 12.74% |
| 4 | Healthcare | 11.49% |
| 5 | Consumer Discretionary | 6.91% |
