TCCM

Timber Creek Capital Management Portfolio holdings

AUM $430M
1-Year Est. Return 32.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.4%
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 +$1.56M
2 +$682K
3 +$463K
4
IBDO
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
+$234K
5
NVS icon
Novartis
NVS
+$212K

Top Sells

1 +$1.92M
2 +$1.58M
3 +$1.38M
4
MSFT icon
Microsoft
MSFT
+$725K
5
AER icon
AerCap
AER
+$713K

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
-2,025
127
0
128
$0 ﹤0.01%
10
129
$0 ﹤0.01%
33