TIM

Tortoise Investment Management Portfolio holdings

AUM $1.14B
1-Year Est. Return 13.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.05B
AUM Growth
+$88.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,309
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$10.3M
3
+$3.57M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$3.44M
5
PZA icon
Invesco National AMT-Free Municipal Bond ETF
PZA
+$3.35M

Top Sells

1
+$15.2M
2
+$5.11M
3
+$1.67M
4
NUW icon
Nuveen AMT-Free Municipal Value Fund
NUW
+$1.64M
5
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$1.63M

Sector Composition

1 Financials 2.38%
2 Technology 2.02%
3 Industrials 0.81%
4 Healthcare 0.44%
5 Consumer Discretionary 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$35.8K ﹤0.01%
1,014
427
$35.7K ﹤0.01%
229
+17
428
$35.4K ﹤0.01%
1,085
+80
429
$35.2K ﹤0.01%
800
430
$35.1K ﹤0.01%
506
+103
431
$34.8K ﹤0.01%
263
432
$34.6K ﹤0.01%
348
433
$34K ﹤0.01%
265
+115
434
$34K ﹤0.01%
387
-43
435
$33.9K ﹤0.01%
212
+11
436
$33.8K ﹤0.01%
489
437
$33.7K ﹤0.01%
1,021
438
$33.5K ﹤0.01%
210
+46
439
$33.5K ﹤0.01%
61
+3
440
$33.5K ﹤0.01%
800
441
$33.2K ﹤0.01%
120
442
$32.7K ﹤0.01%
325
443
$32.5K ﹤0.01%
700
444
$31.8K ﹤0.01%
567
+67
445
$31.8K ﹤0.01%
500
446
$31.6K ﹤0.01%
449
+1
447
$31.4K ﹤0.01%
203
+2
448
$31.2K ﹤0.01%
335
449
$31.2K ﹤0.01%
366
+87
450
$31.1K ﹤0.01%
800
16 17
18
19 20