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
576
$13.4K ﹤0.01%
401
+1
577
$13.2K ﹤0.01%
27
+4
578
$13.2K ﹤0.01%
508
+35
579
$13.1K ﹤0.01%
578
+1
580
$13K ﹤0.01%
569
-22
581
$12.9K ﹤0.01%
281
+6
582
$12.8K ﹤0.01%
140
583
$12.4K ﹤0.01%
+38
584
$12.4K ﹤0.01%
+100
585
$12.3K ﹤0.01%
177
+8
586
$12.3K ﹤0.01%
1,257
587
$12.1K ﹤0.01%
1,081
+29
588
$12K ﹤0.01%
37
+5
589
$11.8K ﹤0.01%
59
+2
590
$11.7K ﹤0.01%
161
+1
591
$11.7K ﹤0.01%
718
592
$11.6K ﹤0.01%
119
+4
593
$11.4K ﹤0.01%
900
594
$11.4K ﹤0.01%
61
+1
595
$11.4K ﹤0.01%
100
596
$11.3K ﹤0.01%
48
+6
597
$11.3K ﹤0.01%
127
+105
598
$11.2K ﹤0.01%
218
599
$11.2K ﹤0.01%
43
-1
600
$11.1K ﹤0.01%
19
+3
22 23
24
25 26