TIM

Tortoise Investment Management Portfolio holdings

AUM $1.14B
1-Year Est. Return 13.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$151M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
358
New
Increased
Reduced
Closed

Top Buys

1
+$8.24M
2
+$7.69M
3
+$7.46M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$7.4M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$5.95M

Top Sells

No sells this quarter

Sector Composition

1 Energy 6.55%
2 Technology 2.72%
3 Financials 2.26%
4 Healthcare 1.62%
5 Real Estate 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$6K ﹤0.01%
+190
277
$6K ﹤0.01%
+5
278
$5K ﹤0.01%
+124
279
$5K ﹤0.01%
+198
280
$5K ﹤0.01%
+248
281
$5K ﹤0.01%
+224
282
$5K ﹤0.01%
+34
283
$5K ﹤0.01%
+50
284
$5K ﹤0.01%
+46
285
$5K ﹤0.01%
+55
286
$5K ﹤0.01%
+71
287
$4K ﹤0.01%
+297
288
$4K ﹤0.01%
+58
289
$4K ﹤0.01%
+105
290
$4K ﹤0.01%
+500
291
$4K ﹤0.01%
+190
292
$4K ﹤0.01%
+307
293
$4K ﹤0.01%
+197
294
$4K ﹤0.01%
+172
295
$4K ﹤0.01%
+75
296
$3K ﹤0.01%
+130
297
$3K ﹤0.01%
+17
298
$3K ﹤0.01%
+35
299
$3K ﹤0.01%
+36
300
$3K ﹤0.01%
+100
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