TIM

Tortoise Investment Management Portfolio holdings

AUM $1.21B
1-Year Est. Return 13.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.12B
AUM Growth
+$74.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,587
New
Increased
Reduced
Closed

Top Buys

1
+$9.13M
2
+$4.11M
3
+$3.76M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$2.06M
5
DCRE icon
DoubleLine Commercial Real Estate Debt ETF
DCRE
+$1.67M

Top Sells

1
+$2.86M
2
+$1.96M
3
+$1.82M
4
MBB icon
iShares MBS ETF
MBB
+$1.78M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.05M

Sector Composition

1 Financials 2.36%
2 Technology 2.18%
3 Industrials 0.92%
4 Consumer Discretionary 0.45%
5 Healthcare 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$205K 0.02%
1,539
+4
227
$204K 0.02%
2,147
228
$200K 0.02%
1,545
229
$199K 0.02%
2,136
-152
230
$196K 0.02%
909
+3
231
$194K 0.02%
24,475
-5,000
232
$191K 0.02%
4,357
+91
233
$189K 0.02%
4,767
234
$186K 0.02%
756
-21
235
$186K 0.02%
5,206
236
$185K 0.02%
5,920
+1,000
237
$184K 0.02%
6,726
+60
238
$183K 0.02%
1,285
-64
239
$179K 0.02%
1,156
+2
240
$179K 0.02%
2,019
+10
241
$179K 0.02%
1,444
+13
242
$178K 0.02%
541
+2
243
$176K 0.02%
13,000
+4,000
244
$176K 0.02%
937
245
$174K 0.02%
1,523
-17
246
$174K 0.02%
2,311
+31
247
$172K 0.02%
459
+7
248
$172K 0.02%
2,527
249
$171K 0.02%
887
+8
250
$167K 0.01%
909
+7
8 9
10
11 12