TIM

Tortoise Investment Management Portfolio holdings

AUM $1.05B
1-Year Est. Return 9.75%
This Quarter Est. Return
1 Year Est. Return
+9.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$514M
AUM Growth
+$4.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
789
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$4.81M
3
+$3.75M
4
AAPL icon
Apple
AAPL
+$3.7M
5
MBB icon
iShares MBS ETF
MBB
+$2.37M

Top Sells

1
+$3.49M
2
+$2.16M
3
+$1.53M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$1.52M
5
JSCP icon
JPMorgan Short Duration Core Plus ETF
JSCP
+$1.26M

Sector Composition

1 Technology 3.24%
2 Financials 1.89%
3 Healthcare 0.94%
4 Consumer Discretionary 0.87%
5 Consumer Staples 0.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$97K 0.02%
1,936
-11,175
252
$96K 0.02%
2,000
253
$95K 0.02%
2,135
+825
254
$93K 0.02%
3,312
255
$91K 0.02%
818
256
$88K 0.02%
521
-2
257
$88K 0.02%
220
258
$88K 0.02%
740
259
$88K 0.02%
3,155
+1,065
260
$87K 0.02%
368
261
$87K 0.02%
1,331
262
$86K 0.02%
1,206
263
$84K 0.02%
+14,573
264
$83K 0.02%
1,661
-380
265
$83K 0.02%
8,835
266
$83K 0.02%
980
-5
267
$83K 0.02%
619
268
$79K 0.02%
422
269
$79K 0.02%
2,313
+265
270
$78K 0.02%
3,500
-50
271
$75K 0.01%
333
-62
272
$74K 0.01%
1,800
273
$72K 0.01%
1,431
274
$72K 0.01%
1,715
275
$71K 0.01%
603
9 10
11
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