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
601
$11K ﹤0.01%
123
602
$10.8K ﹤0.01%
50
603
$10.8K ﹤0.01%
1,200
604
$10.7K ﹤0.01%
+82
605
$10.7K ﹤0.01%
100
606
$10.4K ﹤0.01%
+226
607
$10.4K ﹤0.01%
46
+31
608
$10.3K ﹤0.01%
126
+5
609
$10.3K ﹤0.01%
115
-104
610
$10.2K ﹤0.01%
60
+5
611
$10.2K ﹤0.01%
151
+7
612
$10.1K ﹤0.01%
30
+2
613
$10.1K ﹤0.01%
138
+14
614
$10.1K ﹤0.01%
276
615
$9.93K ﹤0.01%
95
616
$9.87K ﹤0.01%
3,000
617
$9.8K ﹤0.01%
76
+4
618
$9.58K ﹤0.01%
200
619
$9.56K ﹤0.01%
553
620
$9.51K ﹤0.01%
+180
621
$9.46K ﹤0.01%
+500
622
$9.29K ﹤0.01%
69
+11
623
$9.23K ﹤0.01%
7
+2
624
$9.2K ﹤0.01%
+47
625
$9.06K ﹤0.01%
+206
23 24
25
26 27