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

Top Buys

1
+$14.6M
2
+$5.16M
3
+$4.2M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$3.75M
5
MBB icon
iShares MBS ETF
MBB
+$2.51M

Top Sells

1
+$3.54M
2
+$2.21M
3
+$1.59M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$1.58M
5
JSCP icon
JPMorgan Short Duration Core Plus ETF
JSCP
+$1.29M

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
451
$19K ﹤0.01%
1,720
452
$18K ﹤0.01%
120
453
$18K ﹤0.01%
200
454
$18K ﹤0.01%
139
455
$18K ﹤0.01%
800
456
$18K ﹤0.01%
431
-14
457
$18K ﹤0.01%
191
-27
458
$18K ﹤0.01%
650
459
$18K ﹤0.01%
1,000
460
$18K ﹤0.01%
204
461
$17K ﹤0.01%
119
-15
462
$17K ﹤0.01%
249
-250
463
$17K ﹤0.01%
55
464
$17K ﹤0.01%
165
465
$17K ﹤0.01%
700
466
$16K ﹤0.01%
1,000
467
$16K ﹤0.01%
1,400
468
$16K ﹤0.01%
680
-14
469
$16K ﹤0.01%
465
+49
470
$16K ﹤0.01%
205
471
$16K ﹤0.01%
300
472
$16K ﹤0.01%
116
+14
473
$16K ﹤0.01%
480
474
$15K ﹤0.01%
2,078
+22
475
$15K ﹤0.01%
371
17 18
19
20 21