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
$302M
AUM Growth
-$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$6.13M
2
+$4.73M
3
+$4.59M
4
BSJN
Invesco BulletShares 2023 High Yield Corporate Bond ETF
BSJN
+$4.48M
5
WTW icon
Willis Towers Watson
WTW
+$3.1M

Top Sells

1
+$4.82M
2
+$3.01M
3
+$2.89M
4
AZN icon
AstraZeneca
AZN
+$1.13M
5
BAC icon
Bank of America
BAC
+$1.11M

Sector Composition

1 Financials 19.79%
2 Healthcare 14.53%
3 Technology 13.99%
4 Communication Services 13.82%
5 Consumer Discretionary 5.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1K ﹤0.01%
100
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-35
128
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-400
129
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130
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131
$0 ﹤0.01%
19
132
$0 ﹤0.01%
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133
$0 ﹤0.01%
10
134
$0 ﹤0.01%
30
135
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-240
136
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137
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138
– –
-15,878
139
– –
-200
140
– –
-193,453
2 3 4 5
6