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
526
$19.1K ﹤0.01%
184
+5
527
$19.1K ﹤0.01%
420
528
$19K ﹤0.01%
96
-3
529
$18.8K ﹤0.01%
2,895
530
$18.7K ﹤0.01%
67
531
$18.7K ﹤0.01%
200
532
$18.7K ﹤0.01%
1,617
533
$18.6K ﹤0.01%
118
+4
534
$18.2K ﹤0.01%
63
+12
535
$18.1K ﹤0.01%
143
-2
536
$18.1K ﹤0.01%
102
+2
537
$18K ﹤0.01%
201
+1
538
$18K ﹤0.01%
+237
539
$18K ﹤0.01%
76
+11
540
$17.8K ﹤0.01%
50
-2
541
$17.8K ﹤0.01%
281
+22
542
$17.7K ﹤0.01%
2,487
543
$17.7K ﹤0.01%
1,000
544
$17.6K ﹤0.01%
1,470
+13
545
$17.4K ﹤0.01%
533
+122
546
$17.2K ﹤0.01%
175
+3
547
$17.2K ﹤0.01%
60
+3
548
$17K ﹤0.01%
400
549
$16.9K ﹤0.01%
372
+1
550
$16.7K ﹤0.01%
82
+17
20 21
22
23 24