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
476
$15K ﹤0.01%
474
477
$15K ﹤0.01%
245
478
$15K ﹤0.01%
3,180
479
$15K ﹤0.01%
85
480
$15K ﹤0.01%
145
+22
481
$15K ﹤0.01%
635
482
$14K ﹤0.01%
49
-4
483
$14K ﹤0.01%
407
484
$14K ﹤0.01%
+2,000
485
$14K ﹤0.01%
164
-125
486
$14K ﹤0.01%
+318
487
$14K ﹤0.01%
549
488
$13K ﹤0.01%
228
489
$13K ﹤0.01%
1,500
490
$13K ﹤0.01%
28
491
$13K ﹤0.01%
184
-70
492
$13K ﹤0.01%
124
493
$13K ﹤0.01%
159
-19
494
$13K ﹤0.01%
200
495
$13K ﹤0.01%
80
+6
496
$13K ﹤0.01%
308
497
$12K ﹤0.01%
400
498
$12K ﹤0.01%
350
499
$12K ﹤0.01%
312
500
$12K ﹤0.01%
420
18 19
20
21 22