TIM

Tortoise Investment Management Portfolio holdings

AUM $1.05B
1-Year Est. Return 9.75%
This Quarter Est. Return
1 Year Est. Return
+9.75%
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
$3K ﹤0.01%
50
653
$3K ﹤0.01%
102
654
$3K ﹤0.01%
210
655
$3K ﹤0.01%
58
656
$3K ﹤0.01%
+41
657
$3K ﹤0.01%
+26
658
$3K ﹤0.01%
681
659
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284
+74
660
$3K ﹤0.01%
18
661
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316
-15
662
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130
663
$3K ﹤0.01%
17
664
$2K ﹤0.01%
50
665
$2K ﹤0.01%
200
666
$2K ﹤0.01%
98
667
$2K ﹤0.01%
10
-47
668
$2K ﹤0.01%
75
669
$2K ﹤0.01%
27
670
$2K ﹤0.01%
305
671
$2K ﹤0.01%
25
-27
672
$2K ﹤0.01%
80
673
$2K ﹤0.01%
12
-15
674
$2K ﹤0.01%
20
675
$2K ﹤0.01%
110
25 26
27
28 29