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
576
$7K ﹤0.01%
79
577
$7K ﹤0.01%
1,200
578
$7K ﹤0.01%
700
579
$7K ﹤0.01%
500
580
$6K ﹤0.01%
+165
581
$6K ﹤0.01%
341
582
$6K ﹤0.01%
+38
583
$6K ﹤0.01%
316
584
$6K ﹤0.01%
250
585
$6K ﹤0.01%
3,000
586
$6K ﹤0.01%
97
+8
587
$6K ﹤0.01%
61
588
$6K ﹤0.01%
59
-54
589
$6K ﹤0.01%
43
590
$6K ﹤0.01%
100
591
$6K ﹤0.01%
+711
592
$6K ﹤0.01%
200
593
$6K ﹤0.01%
150
-171
594
$6K ﹤0.01%
40
595
$6K ﹤0.01%
+84
596
$5K ﹤0.01%
98
597
$5K ﹤0.01%
3
+1
598
$5K ﹤0.01%
450
+75
599
$5K ﹤0.01%
200
600
$5K ﹤0.01%
150
22 23
24
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