TCCM
Timber Creek Capital Management Portfolio holdings
AUM
$393M
This Quarter Return
+10.67%
1 Year Return
+22.28%
3 Year Return
+78.71%
5 Year Return
+127.3%
10 Year Return
+291.4%
AUM
$293M
AUM Growth
+$293M
(+6.1%)
Cap. Flow
-$11M
Cap. Flow
% of AUM
-3.74%
Top 10 Holdings %
Top 10 Hldgs %
38.06%
Holding
135
New
7
Increased
22
Reduced
47
Closed
8
Top Buys
| 1 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
$6.54M |
| 2 |
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
|
$6.15M |
| 3 |
ConocoPhillips
COP
|
$1.49M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$1.4M |
| 5 |
Sony
SONY
|
$1.32M |
Top Sells
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$6.48M |
| 2 |
iShares TIPS Bond ETF
TIP
|
$6.15M |
| 3 |
PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
LTPZ
|
$5.82M |
| 4 |
PACCAR
PCAR
|
$3.06M |
| 5 |
Netflix
NFLX
|
$2M |
Sector Composition
| 1 | Financials | 19.84% |
| 2 | Technology | 19.82% |
| 3 | Healthcare | 12.52% |
| 4 | Communication Services | 11.37% |
| 5 | Consumer Discretionary | 7.51% |
