TCCM

Timber Creek Capital Management Portfolio holdings

AUM $393M
1-Year Est. Return 22.28%
This Quarter Est. Return
1 Year Est. Return
+22.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$155M
AUM Growth
+$6.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$4.39M
2
+$1.1M
3
+$1.02M
4
BMY icon
Bristol-Myers Squibb
BMY
+$799K
5
LUV icon
Southwest Airlines
LUV
+$408K

Top Sells

1
+$2.59M
2
+$2.42M
3
+$2.11M
4
MSFT icon
Microsoft
MSFT
+$274K
5
NVS icon
Novartis
NVS
+$206K

Sector Composition

1 Financials 26.5%
2 Healthcare 12.03%
3 Technology 11.81%
4 Communication Services 10.77%
5 Consumer Discretionary 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$14K 0.01%
+288
102
$14K 0.01%
466
103
$14K 0.01%
178
104
$14K 0.01%
200
105
$13K 0.01%
300
106
$13K 0.01%
150
107
$13K 0.01%
85
108
$13K 0.01%
135
109
$10K 0.01%
91
110
$10K 0.01%
+768
111
$10K 0.01%
85
112
$10K 0.01%
149
113
$9K 0.01%
60
114
$9K 0.01%
119
-199
115
$8K 0.01%
+200
116
$8K 0.01%
675
-218,415
117
$6K ﹤0.01%
65
118
$6K ﹤0.01%
600
119
$6K ﹤0.01%
+170
120
$6K ﹤0.01%
134
121
$4K ﹤0.01%
100
122
$2K ﹤0.01%
40
123
$2K ﹤0.01%
100
124
$2K ﹤0.01%
25
125
$2K ﹤0.01%
+343
2 3 4
5
6