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
626
$4K ﹤0.01%
13
627
$4K ﹤0.01%
30
+3
628
$4K ﹤0.01%
138
+2
629
$4K ﹤0.01%
370
630
$4K ﹤0.01%
150
631
$4K ﹤0.01%
+135
632
$3K ﹤0.01%
17
633
$3K ﹤0.01%
120
634
$3K ﹤0.01%
61
635
$3K ﹤0.01%
59
636
$3K ﹤0.01%
100
637
$3K ﹤0.01%
43
+28
638
$3K ﹤0.01%
100
639
$3K ﹤0.01%
213
640
$3K ﹤0.01%
357
641
$3K ﹤0.01%
84
642
$3K ﹤0.01%
100
643
$3K ﹤0.01%
38
644
$3K ﹤0.01%
25
645
$3K ﹤0.01%
50
646
$3K ﹤0.01%
101
+1
647
$3K ﹤0.01%
60
648
$3K ﹤0.01%
1,000
649
$3K ﹤0.01%
100
650
$3K ﹤0.01%
+79
24 25
26
27 28