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
451
$19K ﹤0.01%
1,720
452
$18K ﹤0.01%
139
453
$18K ﹤0.01%
800
454
$18K ﹤0.01%
431
-14
455
$18K ﹤0.01%
191
-27
456
$18K ﹤0.01%
650
457
$18K ﹤0.01%
1,000
458
$18K ﹤0.01%
204
459
$18K ﹤0.01%
120
460
$18K ﹤0.01%
200
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%
680
-14
467
$16K ﹤0.01%
465
+49
468
$16K ﹤0.01%
205
469
$16K ﹤0.01%
300
470
$16K ﹤0.01%
1,000
471
$16K ﹤0.01%
1,400
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