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
$381M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
583
New
Increased
Reduced
Closed

Top Buys

1 +$2.24M
2 +$1.7M
3 +$1.31M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.07M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$774K

Sector Composition

1 Financials 1.78%
2 Technology 1.59%
3 Healthcare 1.22%
4 Industrials 0.83%
5 Consumer Discretionary 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$25K 0.01%
+800
302
$24K 0.01%
476
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$24K 0.01%
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307
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308
308
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309
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$22K 0.01%
685
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$22K 0.01%
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$22K 0.01%
311
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$22K 0.01%
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$20K 0.01%
263