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
$277M
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$2.42M
3
+$2.14M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.48M
5
ICE icon
Intercontinental Exchange
ICE
+$1.12M

Top Sells

1
+$4.72M
2
+$2.26M
3
+$1.89M
4
CRM icon
Salesforce
CRM
+$1.43M
5
NVS icon
Novartis
NVS
+$1.39M

Sector Composition

1 Financials 18.86%
2 Technology 17.64%
3 Healthcare 13.46%
4 Communication Services 12.34%
5 Consumer Discretionary 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$92.7K 0.03%
900
-14
77
$91.4K 0.03%
1,575
78
$89.9K 0.03%
448
79
$89.8K 0.03%
743
80
$83.7K 0.03%
1,300
81
$82.7K 0.03%
1,285
82
$82K 0.03%
2,307
83
$70.5K 0.03%
799
84
$63.2K 0.02%
2,673
85
$60.6K 0.02%
1,440
86
$60.3K 0.02%
651
87
$58.3K 0.02%
1,000
-100
88
$57.8K 0.02%
713
89
$51.7K 0.02%
1,600
90
$50K 0.02%
1,000
91
$48.1K 0.02%
200
92
$48K 0.02%
900
93
$45K 0.02%
1,643
-172,263
94
$41.5K 0.02%
742
95
$41.5K 0.02%
300
96
$41.1K 0.01%
1,500
97
$28.8K 0.01%
150
-8
98
$28.6K 0.01%
700
99
$28.5K 0.01%
539
100
$26.8K 0.01%
400
2 3
4
5 6