TCCM
Timber Creek Capital Management Portfolio holdings
AUM
$393M
This Quarter Return
+7.8%
1 Year Return
+22.28%
3 Year Return
+78.71%
5 Year Return
+127.3%
10 Year Return
+291.4%
AUM
$133M
AUM Growth
+$133M
(+3.7%)
Cap. Flow
-$2.65M
Cap. Flow
% of AUM
-1.99%
Top 10 Holdings %
Top 10 Hldgs %
38.67%
Holding
179
New
22
Increased
34
Reduced
40
Closed
10
Top Buys
| 1 |
Comcast
CMCSA
|
$1.81M |
| 2 |
BSJJ
Invesco BulletShares 2019 High Yield Corporate Bond ETF
BSJJ
|
$220K |
| 3 |
IBDO
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
|
$149K |
| 4 |
Novartis
NVS
|
$79.8K |
| 5 |
Visa
V
|
$66.7K |
Top Sells
| 1 |
Philips
PHG
|
$3.36M |
| 2 |
Amgen
AMGN
|
$826K |
| 3 |
US Bancorp
USB
|
$525K |
| 4 |
Enovis
ENOV
|
$83.2K |
| 5 |
Alaska Air
ALK
|
$64K |
Sector Composition
| 1 | Financials | 23.04% |
| 2 | Healthcare | 14.14% |
| 3 | Technology | 11.06% |
| 4 | Consumer Discretionary | 9.3% |
| 5 | Communication Services | 8.87% |