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
$381M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
583
New
Increased
Reduced
Closed

Top Buys

1 +$2.24M
2 +$1.7M
3 +$1.31M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.07M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$774K

Sector Composition

1 Financials 1.78%
2 Technology 1.59%
3 Healthcare 1.22%
4 Industrials 0.83%
5 Consumer Discretionary 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
-627
577
$0 ﹤0.01%
15
-6
578
$0 ﹤0.01%
2
579
-6,725
580
-164
581
-105
582
-1,097
583
-101