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
576
$7K ﹤0.01%
72
577
$7K ﹤0.01%
1,200
578
$7K ﹤0.01%
700
579
$7K ﹤0.01%
500
580
$6K ﹤0.01%
40
581
$6K ﹤0.01%
+84
582
$6K ﹤0.01%
97
+8
583
$6K ﹤0.01%
61
584
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59
-54
585
$6K ﹤0.01%
+165
586
$6K ﹤0.01%
341
587
$6K ﹤0.01%
+38
588
$6K ﹤0.01%
316
589
$6K ﹤0.01%
250
590
$6K ﹤0.01%
3,000
591
$6K ﹤0.01%
43
592
$6K ﹤0.01%
100
593
$6K ﹤0.01%
+711
594
$6K ﹤0.01%
200
595
$6K ﹤0.01%
150
-171
596
$5K ﹤0.01%
98
597
$5K ﹤0.01%
3
+1
598
$5K ﹤0.01%
450
+75
599
$5K ﹤0.01%
400
600
$5K ﹤0.01%
60
-33
22 23
24
25 26