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
601
$5K ﹤0.01%
30
602
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603
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400
604
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60
-33
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607
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608
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500
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168
610
$5K ﹤0.01%
500
611
$4K ﹤0.01%
+135
612
$4K ﹤0.01%
151
+1
613
$4K ﹤0.01%
520
614
$4K ﹤0.01%
300
615
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45
616
$4K ﹤0.01%
127
617
$4K ﹤0.01%
50
-100
618
$4K ﹤0.01%
48
619
$4K ﹤0.01%
302
+1
620
$4K ﹤0.01%
444
+79
621
$4K ﹤0.01%
485
622
$4K ﹤0.01%
102
623
$4K ﹤0.01%
87
624
$4K ﹤0.01%
17
-4
625
$4K ﹤0.01%
11
-2
23 24
25
26 27