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
$1.05B
AUM Growth
+$88.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,309
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$10.3M
3
+$3.57M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$3.44M
5
PZA icon
Invesco National AMT-Free Municipal Bond ETF
PZA
+$3.35M

Top Sells

1
+$15.2M
2
+$5.11M
3
+$1.67M
4
NUW icon
Nuveen AMT-Free Municipal Value Fund
NUW
+$1.64M
5
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$1.63M

Sector Composition

1 Financials 2.38%
2 Technology 2.02%
3 Industrials 0.81%
4 Healthcare 0.44%
5 Consumer Discretionary 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$17.6K ﹤0.01%
1,000
527
$17.5K ﹤0.01%
415
-990
528
$17.4K ﹤0.01%
101
+23
529
$17.3K ﹤0.01%
60
+5
530
$17.3K ﹤0.01%
122
+22
531
$17.2K ﹤0.01%
2,895
532
$17.1K ﹤0.01%
1,617
533
$17.1K ﹤0.01%
420
534
$16.9K ﹤0.01%
51
+2
535
$16.8K ﹤0.01%
320
+45
536
$16.6K ﹤0.01%
602
537
$16.5K ﹤0.01%
525
538
$16.4K ﹤0.01%
2,487
539
$16.3K ﹤0.01%
259
+45
540
$16.2K ﹤0.01%
186
+50
541
$15.9K ﹤0.01%
228
542
$15.9K ﹤0.01%
72
+18
543
$15.9K ﹤0.01%
120
544
$15.8K ﹤0.01%
+400
545
$15.8K ﹤0.01%
1,457
+239
546
$15.7K ﹤0.01%
172
+7
547
$15.7K ﹤0.01%
420
-92
548
$15.7K ﹤0.01%
127
+51
549
$15.6K ﹤0.01%
300
550
$15.5K ﹤0.01%
225
20 21
22
23 24