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
276
$70K 0.01%
912
+662
277
$69K 0.01%
467
-200
278
$68K 0.01%
374
279
$68K 0.01%
1,000
280
$67K 0.01%
500
281
$67K 0.01%
331
282
$66K 0.01%
+8,355
283
$66K 0.01%
792
284
$65K 0.01%
2,720
285
$65K 0.01%
308
286
$64K 0.01%
350
-45
287
$64K 0.01%
2,877
288
$63K 0.01%
222
289
$63K 0.01%
1,156
290
$61K 0.01%
730
+278
291
$61K 0.01%
5,545
-13,877
292
$61K 0.01%
1,280
293
$61K 0.01%
1,386
294
$59K 0.01%
+3,207
295
$59K 0.01%
656
296
$58K 0.01%
260
-33
297
$58K 0.01%
1,200
298
$57K 0.01%
866
299
$57K 0.01%
3,250
300
$56K 0.01%
848
10 11
12
13 14