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
551
$9K ﹤0.01%
258
552
$9K ﹤0.01%
132
553
$8K ﹤0.01%
777
+20
554
$8K ﹤0.01%
600
555
$8K ﹤0.01%
100
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-10
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$8K ﹤0.01%
685
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561
$8K ﹤0.01%
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$8K ﹤0.01%
+49
563
$8K ﹤0.01%
39
+9
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$8K ﹤0.01%
204
565
$8K ﹤0.01%
106
566
$7K ﹤0.01%
312
+20
567
$7K ﹤0.01%
100
568
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$7K ﹤0.01%
79
570
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175
571
$7K ﹤0.01%
+290
572
$7K ﹤0.01%
100
573
$7K ﹤0.01%
+1,200
574
$7K ﹤0.01%
17
-3
575
$7K ﹤0.01%
24
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