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
526
$10K ﹤0.01%
+385
527
$9K ﹤0.01%
+598
528
$9K ﹤0.01%
532
529
$9K ﹤0.01%
160
530
$9K ﹤0.01%
242
+42
531
$9K ﹤0.01%
55
532
$9K ﹤0.01%
300
533
$9K ﹤0.01%
34
534
$9K ﹤0.01%
400
535
$9K ﹤0.01%
200
536
$9K ﹤0.01%
250
537
$9K ﹤0.01%
160
538
$9K ﹤0.01%
205
539
$9K ﹤0.01%
206
540
$9K ﹤0.01%
549
+40
541
$9K ﹤0.01%
85
+10
542
$9K ﹤0.01%
70
-42
543
$9K ﹤0.01%
249
544
$9K ﹤0.01%
186
545
$9K ﹤0.01%
52
546
$9K ﹤0.01%
1,050
547
$9K ﹤0.01%
109
548
$9K ﹤0.01%
262
549
$9K ﹤0.01%
150
+3
550
$9K ﹤0.01%
+300
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