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
$320M
AUM Growth
+$26.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$3.16M
2
+$3.14M
3
+$2.98M
4
COP icon
ConocoPhillips
COP
+$2.83M
5
UBS icon
UBS Group
UBS
+$2.57M

Top Sells

1
+$5.17M
2
+$2.84M
3
+$2.58M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.73M
5
LLY icon
Eli Lilly
LLY
+$1.59M

Sector Composition

1 Technology 21.66%
2 Financials 19.6%
3 Healthcare 11.47%
4 Communication Services 9.19%
5 Consumer Discretionary 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$43.5K 0.01%
+1,004
102
$40.6K 0.01%
700
103
$37.7K 0.01%
1,702
104
$30.9K 0.01%
85
105
$28.9K 0.01%
150
106
$28.4K 0.01%
250
107
$25.5K 0.01%
100
108
$23.7K 0.01%
150
-500
109
$22.1K 0.01%
688
110
$21.7K 0.01%
589
111
$19.3K 0.01%
212
112
$19K 0.01%
104
113
$18.1K 0.01%
95
114
$16.7K 0.01%
288
115
$16.6K 0.01%
288
116
$16.3K 0.01%
178
117
$13.1K ﹤0.01%
226
-188
118
$7.97K ﹤0.01%
35
119
$6.59K ﹤0.01%
100
120
$3.18K ﹤0.01%
52
-690
121
$864 ﹤0.01%
28
-1
122
$672 ﹤0.01%
10
123
$670 ﹤0.01%
15
-15
124
$428 ﹤0.01%
100
125
– –
0
2 3 4
5
6