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
$514M
AUM Growth
+$4.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
789
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$4.81M
3
+$3.75M
4
AAPL icon
Apple
AAPL
+$3.7M
5
MBB icon
iShares MBS ETF
MBB
+$2.37M

Top Sells

1
+$3.49M
2
+$2.16M
3
+$1.53M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$1.52M
5
JSCP icon
JPMorgan Short Duration Core Plus ETF
JSCP
+$1.26M

Sector Composition

1 Technology 3.24%
2 Financials 1.89%
3 Healthcare 0.94%
4 Consumer Discretionary 0.87%
5 Consumer Staples 0.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$26K 0.01%
318
402
$25K ﹤0.01%
638
403
$25K ﹤0.01%
862
-32
404
$25K ﹤0.01%
270
405
$25K ﹤0.01%
53
406
$25K ﹤0.01%
219
407
$25K ﹤0.01%
2,089
408
$25K ﹤0.01%
348
409
$24K ﹤0.01%
440
410
$24K ﹤0.01%
423
-27
411
$24K ﹤0.01%
165
-19
412
$24K ﹤0.01%
210
413
$24K ﹤0.01%
476
414
$24K ﹤0.01%
316
-21
415
$24K ﹤0.01%
303
-54
416
$24K ﹤0.01%
408
417
$23K ﹤0.01%
15,000
418
$23K ﹤0.01%
201
419
$23K ﹤0.01%
150
420
$23K ﹤0.01%
512
421
$23K ﹤0.01%
4,000
422
$23K ﹤0.01%
456
423
$23K ﹤0.01%
+205
424
$23K ﹤0.01%
282
+15
425
$23K ﹤0.01%
76
-8
15 16
17
18 19