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
376
$52.6K 0.01%
9,810
377
$52K 0.01%
475
+100
378
$51.7K ﹤0.01%
3,250
379
$51.6K ﹤0.01%
1,141
+75
380
$51.6K ﹤0.01%
87
+3
381
$51.2K ﹤0.01%
448
+6
382
$50.9K ﹤0.01%
397
+1
383
$50.8K ﹤0.01%
959
384
$50.8K ﹤0.01%
5,330
-5,145
385
$49.2K ﹤0.01%
603
+28
386
$48.4K ﹤0.01%
825
+93
387
$47.9K ﹤0.01%
598
+148
388
$47.7K ﹤0.01%
519
+17
389
$47.3K ﹤0.01%
635
+165
390
$47.1K ﹤0.01%
469
+3
391
$46.6K ﹤0.01%
676
392
$46.6K ﹤0.01%
1,000
393
$46.5K ﹤0.01%
1,615
394
$46.3K ﹤0.01%
152
395
$46.1K ﹤0.01%
1,000
396
$46K ﹤0.01%
516
+250
397
$45.9K ﹤0.01%
775
398
$45.6K ﹤0.01%
415
399
$45.3K ﹤0.01%
191
400
$44.6K ﹤0.01%
940
14 15
16
17 18