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
501
$12K ﹤0.01%
520
502
$12K ﹤0.01%
430
503
$12K ﹤0.01%
158
+75
504
$11K ﹤0.01%
1,257
505
$11K ﹤0.01%
40
506
$11K ﹤0.01%
398
507
$11K ﹤0.01%
750
508
$11K ﹤0.01%
433
+341
509
$11K ﹤0.01%
180
510
$11K ﹤0.01%
2,416
511
$11K ﹤0.01%
175
512
$11K ﹤0.01%
300
513
$11K ﹤0.01%
1,593
514
$11K ﹤0.01%
600
515
$10K ﹤0.01%
354
+2
516
$10K ﹤0.01%
+165
517
$10K ﹤0.01%
+385
518
$10K ﹤0.01%
175
519
$10K ﹤0.01%
23
520
$10K ﹤0.01%
225
521
$10K ﹤0.01%
172
-76
522
$10K ﹤0.01%
100
523
$10K ﹤0.01%
360
+40
524
$10K ﹤0.01%
96
+49
525
$10K ﹤0.01%
1,000
19 20
21
22 23