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
326
$87.4K 0.01%
848
+104
327
$87.1K 0.01%
603
328
$87K 0.01%
5,100
+1,600
329
$86.9K 0.01%
537
+34
330
$86.8K 0.01%
1,054
-9
331
$86.5K 0.01%
4,050
332
$86.4K 0.01%
462
+2
333
$85.9K 0.01%
151
+26
334
$83.8K 0.01%
480
+25
335
$82.1K 0.01%
343
+25
336
$81.8K 0.01%
1,667
-11,665
337
$81.8K 0.01%
236
+2
338
$80.3K 0.01%
16,325
339
$79.9K 0.01%
1,832
-116
340
$79.7K 0.01%
249
341
$78.2K 0.01%
680
+205
342
$78.1K 0.01%
682
+24
343
$77K 0.01%
883
344
$76.6K 0.01%
1,137
+6
345
$75.3K 0.01%
859
+11
346
$75.2K 0.01%
1,116
+18
347
$74.3K 0.01%
1,095
348
$72.9K 0.01%
1,024
-13
349
$72.9K 0.01%
527
350
$70.7K 0.01%
1,720
12 13
14
15 16