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
126
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-5
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128
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129
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130
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131
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132
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-50
133
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-1,000
134
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-3
135
– –
-3,201
136
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-4,374
2 3 4 5
6