TIM

Tortoise Investment Management Portfolio holdings

AUM $1.05B
1-Year Est. Return 9.75%
This Quarter Est. Return
1 Year Est. Return
+9.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$381M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
583
New
Increased
Reduced
Closed

Top Buys

1 +$2.24M
2 +$1.7M
3 +$1.31M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.07M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$774K

Sector Composition

1 Financials 1.78%
2 Technology 1.59%
3 Healthcare 1.22%
4 Industrials 0.83%
5 Consumer Discretionary 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$10K ﹤0.01%
306
402
$10K ﹤0.01%
246
403
$10K ﹤0.01%
486
404
$10K ﹤0.01%
126
405
$10K ﹤0.01%
100
406
$10K ﹤0.01%
190
407
$10K ﹤0.01%
136
408
$9K ﹤0.01%
211
409
$9K ﹤0.01%
165
410
$9K ﹤0.01%
289
411
$9K ﹤0.01%
300
412
$9K ﹤0.01%
520
413
$8K ﹤0.01%
205
414
$8K ﹤0.01%
372
415
$8K ﹤0.01%
186
416
$8K ﹤0.01%
270
-80
417
$8K ﹤0.01%
275
418
$8K ﹤0.01%
100
419
$8K ﹤0.01%
340
420
$8K ﹤0.01%
150
421
$8K ﹤0.01%
66
422
$8K ﹤0.01%
104
423
$8K ﹤0.01%
175
424
$7K ﹤0.01%
74
425
$7K ﹤0.01%
35