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
476
$24.8K ﹤0.01%
480
477
$24.3K ﹤0.01%
214
+9
478
$24.2K ﹤0.01%
111
+5
479
$23.9K ﹤0.01%
300
480
$23.6K ﹤0.01%
230
+19
481
$23.5K ﹤0.01%
317
+79
482
$23.2K ﹤0.01%
1,945
483
$23.1K ﹤0.01%
442
484
$22.9K ﹤0.01%
79
+18
485
$22.8K ﹤0.01%
540
-1,608
486
$22.8K ﹤0.01%
2,000
-2,935
487
$22.8K ﹤0.01%
275
488
$22.6K ﹤0.01%
99
+14
489
$22.5K ﹤0.01%
430
490
$22.5K ﹤0.01%
229
+14
491
$22.4K ﹤0.01%
28
492
$22.3K ﹤0.01%
671
493
$22K ﹤0.01%
77
494
$21.8K ﹤0.01%
112
+12
495
$21.7K ﹤0.01%
968
+207
496
$21.7K ﹤0.01%
152
+2
497
$21.6K ﹤0.01%
219
+22
498
$21.4K ﹤0.01%
2,412
+43
499
$21.4K ﹤0.01%
680
500
$21.2K ﹤0.01%
520
18 19
20
21 22