TCCM
Timber Creek Capital Management Portfolio holdings
AUM
$393M
This Quarter Return
+6.94%
1 Year Return
+22.28%
3 Year Return
+78.71%
5 Year Return
+127.3%
10 Year Return
+291.4%
AUM
$357M
AUM Growth
+$357M
(+7.8%)
Cap. Flow
+$7.14M
Cap. Flow
% of AUM
2%
Top 10 Holdings %
Top 10 Hldgs %
35.14%
Holding
144
New
7
Increased
44
Reduced
16
Closed
62
Top Buys
| 1 |
Canadian Pacific Kansas City
CP
|
$3.33M |
| 2 |
Warner Bros
WBD
|
$2.2M |
| 3 |
Philips
PHG
|
$2.13M |
| 4 |
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
|
$1.21M |
| 5 |
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
|
$1.21M |
Top Sells
| 1 |
ConocoPhillips
COP
|
$5.22M |
| 2 |
UnitedHealth
UNH
|
$1.67M |
| 3 |
Sony
SONY
|
$1.19M |
| 4 |
Novartis
NVS
|
$990K |
| 5 |
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
|
$796K |
Sector Composition
| 1 | Technology | 22.12% |
| 2 | Financials | 19.27% |
| 3 | Healthcare | 12.49% |
| 4 | Communication Services | 9.22% |
| 5 | Consumer Discretionary | 8.03% |
