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
526
$10K ﹤0.01%
100
527
$9K ﹤0.01%
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528
$9K ﹤0.01%
400
529
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200
530
$9K ﹤0.01%
250
531
$9K ﹤0.01%
160
532
$9K ﹤0.01%
205
533
$9K ﹤0.01%
206
534
$9K ﹤0.01%
549
+40
535
$9K ﹤0.01%
85
+10
536
$9K ﹤0.01%
70
-42
537
$9K ﹤0.01%
249
538
$9K ﹤0.01%
186
539
$9K ﹤0.01%
52
540
$9K ﹤0.01%
1,050
541
$9K ﹤0.01%
109
542
$9K ﹤0.01%
262
543
$9K ﹤0.01%
+598
544
$9K ﹤0.01%
532
545
$9K ﹤0.01%
160
546
$9K ﹤0.01%
242
+42
547
$9K ﹤0.01%
55
548
$9K ﹤0.01%
300
549
$9K ﹤0.01%
150
+3
550
$9K ﹤0.01%
+300
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