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
476
$26.7K ﹤0.01%
326
+6
477
$26K ﹤0.01%
85
+4
478
$25.9K ﹤0.01%
525
479
$25.8K ﹤0.01%
379
+179
480
$25.4K ﹤0.01%
845
481
$25.2K ﹤0.01%
300
482
$24.7K ﹤0.01%
442
483
$24.6K ﹤0.01%
112
484
$24.4K ﹤0.01%
623
-3
485
$24.4K ﹤0.01%
365
486
$24.2K ﹤0.01%
178
+5
487
$24.1K ﹤0.01%
540
488
$23.8K ﹤0.01%
430
489
$23.7K ﹤0.01%
242
+47
490
$23.7K ﹤0.01%
671
491
$23.7K ﹤0.01%
218
-11
492
$23.2K ﹤0.01%
2,457
+45
493
$23.2K ﹤0.01%
309
-8
494
$23.1K ﹤0.01%
519
-1
495
$22.9K ﹤0.01%
383
-11
496
$22.9K ﹤0.01%
2,000
497
$22.7K ﹤0.01%
235
+5
498
$22.6K ﹤0.01%
116
+4
499
$22.6K ﹤0.01%
215
+1
500
$22.6K ﹤0.01%
112
-188
18 19
20
21 22