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
551
$16.5K ﹤0.01%
124
+2
552
$16.3K ﹤0.01%
29
+5
553
$16.3K ﹤0.01%
108
554
$16K ﹤0.01%
115
+9
555
$15.8K ﹤0.01%
568
-568
556
$15.6K ﹤0.01%
45
+6
557
$15.6K ﹤0.01%
602
558
$15.4K ﹤0.01%
345
559
$15.2K ﹤0.01%
500
560
$15.1K ﹤0.01%
210
561
$15.1K ﹤0.01%
90
+2
562
$15K ﹤0.01%
370
563
$14.6K ﹤0.01%
+2,834
564
$14.3K ﹤0.01%
420
565
$14.1K ﹤0.01%
+60
566
$14K ﹤0.01%
13
+2
567
$14K ﹤0.01%
348
568
$13.8K ﹤0.01%
72
569
$13.8K ﹤0.01%
103
+15
570
$13.8K ﹤0.01%
+110
571
$13.7K ﹤0.01%
455
+2
572
$13.5K ﹤0.01%
726
+8
573
$13.5K ﹤0.01%
290
574
$13.5K ﹤0.01%
1,036
+24
575
$13.4K ﹤0.01%
225
21 22
23
24 25