TIM

Tortoise Investment Management Portfolio holdings

AUM $1.14B
1-Year Est. Return 13.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.05B
AUM Growth
+$88.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,309
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$10.3M
3
+$3.57M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$3.44M
5
PZA icon
Invesco National AMT-Free Municipal Bond ETF
PZA
+$3.35M

Top Sells

1
+$15.2M
2
+$5.11M
3
+$1.67M
4
NUW icon
Nuveen AMT-Free Municipal Value Fund
NUW
+$1.64M
5
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$1.63M

Sector Composition

1 Financials 2.38%
2 Technology 2.02%
3 Industrials 0.81%
4 Healthcare 0.44%
5 Consumer Discretionary 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$65.4K 0.01%
1,463
+2
352
$65.1K 0.01%
161
+4
353
$64.9K 0.01%
1,696
354
$64.1K 0.01%
3,500
355
$63.4K 0.01%
6,400
356
$63.3K 0.01%
1,015
+115
357
$63.1K 0.01%
1,119
+14
358
$62.3K 0.01%
219
359
$62K 0.01%
1,339
+63
360
$61.7K 0.01%
300
+100
361
$60.8K 0.01%
173
+4
362
$59.7K 0.01%
650
363
$59.4K 0.01%
2,000
364
$59.1K 0.01%
322
+26
365
$59K 0.01%
537
+7
366
$56.6K 0.01%
100
-77
367
$55.8K 0.01%
119
+19
368
$55.8K 0.01%
1,077
+18
369
$55.7K 0.01%
132
+6
370
$54.2K 0.01%
385
+52
371
$53.8K 0.01%
439
-96
372
$53.7K 0.01%
217
+13
373
$53.2K 0.01%
500
374
$53.2K 0.01%
399
375
$52.8K 0.01%
1,216
+12
13 14
15
16 17