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
426
$40.2K ﹤0.01%
396
+30
427
$40.1K ﹤0.01%
604
+2
428
$40K ﹤0.01%
334
+102
429
$39.7K ﹤0.01%
63
+2
430
$39K ﹤0.01%
1,097
+12
431
$38.9K ﹤0.01%
515
+9
432
$38.7K ﹤0.01%
+350
433
$38.4K ﹤0.01%
481
+1
434
$38.2K ﹤0.01%
1,014
435
$38.1K ﹤0.01%
+425
436
$38K ﹤0.01%
567
+4
437
$37.6K ﹤0.01%
226
+16
438
$37K ﹤0.01%
800
439
$36.9K ﹤0.01%
1,021
440
$36.7K ﹤0.01%
263
441
$36.4K ﹤0.01%
510
+2
442
$36K ﹤0.01%
165
+3
443
$35.9K ﹤0.01%
335
444
$35.7K ﹤0.01%
120
445
$35.5K ﹤0.01%
800
446
$35.4K ﹤0.01%
245
+118
447
$34.7K ﹤0.01%
237
+8
448
$34.1K ﹤0.01%
3,830
-9,643
449
$34.1K ﹤0.01%
221
+142
450
$32.9K ﹤0.01%
800
16 17
18
19 20