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
$277M
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$2.42M
3
+$2.14M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.48M
5
ICE icon
Intercontinental Exchange
ICE
+$1.12M

Top Sells

1
+$4.72M
2
+$2.26M
3
+$1.89M
4
CRM icon
Salesforce
CRM
+$1.43M
5
NVS icon
Novartis
NVS
+$1.39M

Sector Composition

1 Financials 18.86%
2 Technology 17.64%
3 Healthcare 13.46%
4 Communication Services 12.34%
5 Consumer Discretionary 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-342
3 4 5 6
7