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
301
$56K 0.01%
110
+59
302
$55K 0.01%
1,587
303
$54K 0.01%
245
-14
304
$54K 0.01%
1,770
305
$53K 0.01%
685
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306
$53K 0.01%
8,645
+2,000
307
$52K 0.01%
1,350
+1,095
308
$52K 0.01%
427
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309
$51K 0.01%
351
310
$51K 0.01%
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311
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1,600
312
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313
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314
$49K 0.01%
636
315
$49K 0.01%
508
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316
$49K 0.01%
1,700
317
$48K 0.01%
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318
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320
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321
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700
322
$48K 0.01%
637
323
$47K 0.01%
540
324
$47K 0.01%
327
+21
325
$47K 0.01%
529
11 12
13
14 15