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
401
$48K ﹤0.01%
177
402
$47.9K ﹤0.01%
630
-46
403
$47.7K ﹤0.01%
1,000
404
$47.4K ﹤0.01%
472
+3
405
$47.4K ﹤0.01%
638
-3
406
$46.7K ﹤0.01%
1,615
407
$46.6K ﹤0.01%
89
+2
408
$46.4K ﹤0.01%
462
+6
409
$44.6K ﹤0.01%
2,284
+45
410
$44.6K ﹤0.01%
170
+4
411
$44.5K ﹤0.01%
700
412
$44.3K ﹤0.01%
391
+4
413
$43.9K ﹤0.01%
500
414
$43.8K ﹤0.01%
217
+5
415
$43.7K ﹤0.01%
178
+2
416
$43.6K ﹤0.01%
2,335
+26
417
$43.3K ﹤0.01%
594
-9
418
$42.9K ﹤0.01%
87
+3
419
$42.3K ﹤0.01%
161
420
$42.1K ﹤0.01%
314
421
$41.7K ﹤0.01%
369
-46
422
$41.5K ﹤0.01%
940
423
$41.4K ﹤0.01%
960
424
$41.2K ﹤0.01%
336
-112
425
$40.8K ﹤0.01%
270
+5
15 16
17
18 19