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
551
$9K ﹤0.01%
258
552
$9K ﹤0.01%
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553
$8K ﹤0.01%
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554
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170
-10
555
$8K ﹤0.01%
777
+20
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600
557
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100
558
$8K ﹤0.01%
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559
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561
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562
$8K ﹤0.01%
+49
563
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39
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564
$8K ﹤0.01%
204
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$8K ﹤0.01%
106
566
$7K ﹤0.01%
175
567
$7K ﹤0.01%
+290
568
$7K ﹤0.01%
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569
$7K ﹤0.01%
+1,200
570
$7K ﹤0.01%
17
-3
571
$7K ﹤0.01%
24
572
$7K ﹤0.01%
72
573
$7K ﹤0.01%
312
+20
574
$7K ﹤0.01%
100
575
$7K ﹤0.01%
152
-7
21 22
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