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
376
$56.2K 0.01%
399
377
$55.5K ﹤0.01%
1,536
378
$55.1K ﹤0.01%
1,140
-1
379
$54.8K ﹤0.01%
3,250
380
$54.6K ﹤0.01%
+6,264
381
$54.4K ﹤0.01%
2,006
-8
382
$54.4K ﹤0.01%
323
+1
383
$54.2K ﹤0.01%
1,074
-3
384
$54K ﹤0.01%
152
385
$53.4K ﹤0.01%
290
-10
386
$52.9K ﹤0.01%
5,330
387
$52.8K ﹤0.01%
557
+38
388
$52.4K ﹤0.01%
108
+2
389
$52K ﹤0.01%
191
390
$50.9K ﹤0.01%
1,000
-1,080
391
$50.9K ﹤0.01%
13,752
392
$50.6K ﹤0.01%
270
+16
393
$50.2K ﹤0.01%
552
+12
394
$49.7K ﹤0.01%
402
+30
395
$49.3K ﹤0.01%
500
396
$48.9K ﹤0.01%
1,000
397
$48.3K ﹤0.01%
715
+7
398
$48.2K ﹤0.01%
295
+2
399
$48.1K ﹤0.01%
635
400
$48K ﹤0.01%
775
14 15
16
17 18