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
301
$103K 0.01%
2,410
302
$102K 0.01%
1,636
+2
303
$101K 0.01%
573
304
$101K 0.01%
201
-5
305
$101K 0.01%
5,858
-970
306
$100K 0.01%
925
307
$99.3K 0.01%
104
+1
308
$99.2K 0.01%
827
309
$99.2K 0.01%
307
+2
310
$99.1K 0.01%
2,420
311
$98.8K 0.01%
899
+2
312
$98.8K 0.01%
203
+1
313
$97.8K 0.01%
1,729
+1
314
$97.3K 0.01%
1,029
-377
315
$96.4K 0.01%
345
+7
316
$96.3K 0.01%
2,040
317
$96.2K 0.01%
773
318
$94.9K 0.01%
843
+4
319
$93.7K 0.01%
332
+10
320
$93.3K 0.01%
3,661
+99
321
$93K 0.01%
370
+19
322
$92.1K 0.01%
431
323
$90.2K 0.01%
1,550
324
$90.1K 0.01%
300
+4
325
$89.5K 0.01%
437
11 12
13
14 15