TCCM

Timber Creek Capital Management Portfolio holdings

AUM $393M
1-Year Est. Return 22.28%
This Quarter Est. Return
1 Year Est. Return
+22.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$111M
AUM Growth
+$4.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$1.51M
3
+$281K
4
MSFT icon
Microsoft
MSFT
+$172K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$122K

Top Sells

1
+$3.23M
2
+$1.74M
3
+$1.18M
4
V icon
Visa
V
+$435K
5
SLB icon
SLB Limited
SLB
+$220K

Sector Composition

1 Financials 22.04%
2 Healthcare 17.84%
3 Technology 11.34%
4 Industrials 9.26%
5 Consumer Discretionary 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.72M 5.13%
169,360
-4,260
2
$5.44M 4.88%
41,220
+925
3
$4.93M 4.42%
296,793
+3,654
4
$4.88M 4.38%
62,973
-5,615
5
$4.7M 4.22%
110,133
+1,125
6
$4.23M 3.8%
50,217
-2,525
7
$3.83M 3.44%
69,047
+3,100
8
$3.56M 3.19%
40,688
+645
9
$3.41M 3.06%
21,029
+325
10
$3.27M 2.93%
76,070
-650
11
$3.22M 2.89%
40,584
+425
12
$3.19M 2.86%
199,149
-3,882
13
$3.15M 2.82%
115,869
+750
14
$3.08M 2.77%
84,417
+2,261
15
$3.03M 2.72%
30,360
+712
16
$3M 2.69%
23,826
+377
17
$2.91M 2.61%
97,132
+2,050
18
$2.8M 2.51%
+99,370
19
$2.8M 2.51%
36,290
+837
20
$2.74M 2.46%
39,260
-3,152
21
$2.67M 2.39%
11,490
+30
22
$2.64M 2.37%
139,748
-3,469
23
$2.46M 2.21%
63,125
+125
24
$2.45M 2.2%
69,178
-864
25
$2.4M 2.15%
30,760
+131
1
2 3 4 5