TIM

Tortoise Investment Management Portfolio holdings

AUM $1.12B
1-Year Est. Return 9.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.68%
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
651
$3K ﹤0.01%
25
652
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50
653
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102
654
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210
655
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58
656
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+41
657
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+26
658
$3K ﹤0.01%
681
659
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284
+74
660
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18
661
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316
-15
662
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130
663
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17
664
$2K ﹤0.01%
800
+400
665
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12
-15
666
$2K ﹤0.01%
20
667
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110
668
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28
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669
$2K ﹤0.01%
48
670
$2K ﹤0.01%
23
-25
671
$2K ﹤0.01%
100
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672
$2K ﹤0.01%
50
673
$2K ﹤0.01%
500
674
$2K ﹤0.01%
100
675
$2K ﹤0.01%
113
25 26
27
28 29