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
351
$70.1K 0.01%
1,385
352
$70.1K 0.01%
422
+1
353
$68.2K 0.01%
650
354
$66.8K 0.01%
1,137
+18
355
$66.4K 0.01%
2,000
356
$66K 0.01%
299
+5
357
$65.3K 0.01%
6,400
358
$65.3K 0.01%
+45,000
359
$64.6K 0.01%
406
+21
360
$64.3K 0.01%
219
361
$64.1K 0.01%
544
+7
362
$63.8K 0.01%
761
+163
363
$63.5K 0.01%
205
-9
364
$63K 0.01%
745
365
$62.9K 0.01%
1,466
+3
366
$62.7K 0.01%
442
+3
367
$62.1K 0.01%
136
+4
368
$61.1K 0.01%
960
+1
369
$60.6K 0.01%
52
+10
370
$59.9K 0.01%
126
+7
371
$59.6K 0.01%
100
372
$59.4K 0.01%
1,316
-23
373
$57.6K 0.01%
221
+4
374
$56.6K 0.01%
1,257
+41
375
$56.4K 0.01%
854
+29
13 14
15
16 17