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
601
$5K ﹤0.01%
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603
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604
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150
605
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30
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701
607
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500
609
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610
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500
611
$4K ﹤0.01%
300
612
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45
613
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127
614
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50
-100
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$4K ﹤0.01%
48
616
$4K ﹤0.01%
302
+1
617
$4K ﹤0.01%
151
+1
618
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444
+79
619
$4K ﹤0.01%
520
620
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485
621
$4K ﹤0.01%
102
622
$4K ﹤0.01%
87
623
$4K ﹤0.01%
17
-4
624
$4K ﹤0.01%
11
-2
625
$4K ﹤0.01%
50
23 24
25
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