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
501
$12K ﹤0.01%
400
502
$12K ﹤0.01%
430
503
$12K ﹤0.01%
158
+75
504
$11K ﹤0.01%
1,593
505
$11K ﹤0.01%
600
506
$11K ﹤0.01%
1,257
507
$11K ﹤0.01%
40
508
$11K ﹤0.01%
398
509
$11K ﹤0.01%
750
510
$11K ﹤0.01%
433
+341
511
$11K ﹤0.01%
180
512
$11K ﹤0.01%
2,488
513
$11K ﹤0.01%
175
514
$11K ﹤0.01%
300
515
$10K ﹤0.01%
175
516
$10K ﹤0.01%
23
517
$10K ﹤0.01%
225
518
$10K ﹤0.01%
172
-76
519
$10K ﹤0.01%
354
+2
520
$10K ﹤0.01%
+165
521
$10K ﹤0.01%
100
522
$10K ﹤0.01%
360
+40
523
$10K ﹤0.01%
96
+49
524
$10K ﹤0.01%
1,000
525
$10K ﹤0.01%
100
19 20
21
22 23