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
251
$159K 0.01%
2,922
252
$158K 0.01%
375
-2
253
$157K 0.01%
3,191
254
$155K 0.01%
3,003
+127
255
$154K 0.01%
4,893
-53
256
$153K 0.01%
545
+20
257
$152K 0.01%
4,400
258
$152K 0.01%
2,847
-565
259
$151K 0.01%
2,029
+41
260
$149K 0.01%
9,300
261
$147K 0.01%
8,521
+53
262
$144K 0.01%
1,440
+15
263
$143K 0.01%
4,440
+635
264
$141K 0.01%
18,897
265
$139K 0.01%
816
+8
266
$135K 0.01%
573
+5
267
$135K 0.01%
460
+3
268
$132K 0.01%
+1,320
269
$132K 0.01%
3,500
270
$131K 0.01%
215
+4
271
$130K 0.01%
477
+459
272
$129K 0.01%
472
+1
273
$128K 0.01%
640
274
$127K 0.01%
2,165
+95
275
$126K 0.01%
4,000
9 10
11
12 13