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
426
$23K ﹤0.01%
2,038
+143
427
$23K ﹤0.01%
973
428
$23K ﹤0.01%
265
-30
429
$22K ﹤0.01%
470
+275
430
$22K ﹤0.01%
1,800
-30
431
$22K ﹤0.01%
348
432
$22K ﹤0.01%
254
433
$22K ﹤0.01%
510
-75
434
$22K ﹤0.01%
275
435
$21K ﹤0.01%
175
436
$21K ﹤0.01%
4,130
437
$21K ﹤0.01%
665
438
$21K ﹤0.01%
694
439
$20K ﹤0.01%
301
440
$20K ﹤0.01%
1,000
441
$20K ﹤0.01%
500
442
$20K ﹤0.01%
52
-10
443
$20K ﹤0.01%
400
444
$20K ﹤0.01%
350
445
$19K ﹤0.01%
70
-15
446
$19K ﹤0.01%
200
447
$19K ﹤0.01%
81
+8
448
$19K ﹤0.01%
312
449
$19K ﹤0.01%
748
450
$19K ﹤0.01%
201
16 17
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