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
$154M
AUM Growth
-$4.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1 +$1.62M
2 +$704K
3 +$496K
4
IBDO
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
+$233K
5
NVS icon
Novartis
NVS
+$208K

Top Sells

1 +$1.86M
2 +$1.56M
3 +$1.38M
4
MSFT icon
Microsoft
MSFT
+$738K
5
AER icon
AerCap
AER
+$717K

Sector Composition

1 Financials 21.02%
2 Healthcare 12.04%
3 Communication Services 11.07%
4 Technology 9.92%
5 Consumer Discretionary 7.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
0
127
0
128
$0 ﹤0.01%
10
129
$0 ﹤0.01%
33