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
626
$9.05K ﹤0.01%
186
627
$8.9K ﹤0.01%
69
-32
628
$8.88K ﹤0.01%
129
+109
629
$8.85K ﹤0.01%
+170
630
$8.68K ﹤0.01%
350
-7
631
$8.66K ﹤0.01%
78
+35
632
$8.53K ﹤0.01%
175
+31
633
$8.53K ﹤0.01%
43
634
$8.51K ﹤0.01%
210
-1,486
635
$8.16K ﹤0.01%
56
+11
636
$8.11K ﹤0.01%
135
-165
637
$8.11K ﹤0.01%
236
-10
638
$8.01K ﹤0.01%
58
+5
639
$7.98K ﹤0.01%
74
+44
640
$7.97K ﹤0.01%
411
+200
641
$7.95K ﹤0.01%
364
+5
642
$7.89K ﹤0.01%
103
+4
643
$7.89K ﹤0.01%
+227
644
$7.84K ﹤0.01%
+863
645
$7.84K ﹤0.01%
56
+7
646
$7.75K ﹤0.01%
26
+6
647
$7.71K ﹤0.01%
308
648
$7.59K ﹤0.01%
341
649
$7.58K ﹤0.01%
1,593
650
$7.39K ﹤0.01%
234
+34
24 25
26
27 28