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
$264M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$3.58M
2
+$2.89M
3
+$2.03M
4
WBD icon
Warner Bros
WBD
+$1.52M
5
CRM icon
Salesforce
CRM
+$1.33M

Top Sells

1
+$4.79M
2
+$4.7M
3
+$3.25M
4
FMS icon
Fresenius Medical Care
FMS
+$2.5M
5
BSJP icon
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
+$2.21M

Sector Composition

1 Financials 22.43%
2 Technology 15.4%
3 Healthcare 13.26%
4 Communication Services 11.33%
5 Consumer Discretionary 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.8M 5.23%
44,713
-794
2
$13.4M 5.07%
151,058
+40
3
$12M 4.53%
346,330
-2,595
4
$11.6M 4.37%
48,178
+463
5
$10.1M 3.83%
279,452
-1,659
6
$9.7M 3.67%
46,669
-641
7
$8.02M 3.03%
95,430
-1,115
8
$7.31M 2.77%
56,259
-128
9
$7.21M 2.73%
19,701
-995
10
$6.89M 2.61%
111,039
-303
11
$6.23M 2.36%
74,865
-75
12
$6.19M 2.34%
186,796
-3,608
13
$6.18M 2.34%
68,164
-546
14
$5.58M 2.11%
177,475
-40,629
15
$5.51M 2.09%
107,617
-759
16
$5.5M 2.08%
81,180
-352
17
$5.3M 2.01%
91,073
+49,658
18
$5.3M 2.01%
330,003
+2,985
19
$5.24M 1.98%
49,263
-4,678
20
$5.12M 1.94%
9,653
-187
21
$5.09M 1.93%
145,509
-23,233
22
$4.92M 1.86%
77,736
-51,340
23
$4.78M 1.81%
16,212
+488
24
$4.71M 1.78%
108,066
-10,117
25
$4.5M 1.7%
19,723
-1,087
1
2 3 4 5