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
501
$22.5K ﹤0.01%
669
-299
502
$22.1K ﹤0.01%
1,681
+770
503
$22.1K ﹤0.01%
+840
504
$22.1K ﹤0.01%
301
+1
505
$21.9K ﹤0.01%
400
506
$21.9K ﹤0.01%
84
+8
507
$21.7K ﹤0.01%
77
-2
508
$21.7K ﹤0.01%
680
509
$21.6K ﹤0.01%
504
+89
510
$21.5K ﹤0.01%
225
+21
511
$21.4K ﹤0.01%
113
+2
512
$21.1K ﹤0.01%
83
+6
513
$20.9K ﹤0.01%
+100
514
$20.6K ﹤0.01%
216
+30
515
$20.3K ﹤0.01%
259
+21
516
$20.2K ﹤0.01%
152
517
$20K ﹤0.01%
511
-56
518
$19.8K ﹤0.01%
29
-3
519
$19.7K ﹤0.01%
549
520
$19.5K ﹤0.01%
2,190
521
$19.4K ﹤0.01%
253
+25
522
$19.4K ﹤0.01%
65
+5
523
$19.4K ﹤0.01%
254
524
$19.3K ﹤0.01%
135
+108
525
$19.2K ﹤0.01%
650
19 20
21
22 23