TIM

Tortoise Investment Management Portfolio holdings

AUM $1.12B
1-Year Est. Return 9.68%
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%
50
652
$3K ﹤0.01%
102
653
$3K ﹤0.01%
210
654
$3K ﹤0.01%
58
655
$3K ﹤0.01%
+41
656
$3K ﹤0.01%
+26
657
$3K ﹤0.01%
681
658
$3K ﹤0.01%
284
+74
659
$3K ﹤0.01%
18
660
$3K ﹤0.01%
316
-15
661
$3K ﹤0.01%
130
662
$3K ﹤0.01%
17
663
$3K ﹤0.01%
61
664
$2K ﹤0.01%
200
665
$2K ﹤0.01%
800
+400
666
$2K ﹤0.01%
231
667
$2K ﹤0.01%
+45
668
$2K ﹤0.01%
12
-15
669
$2K ﹤0.01%
20
670
$2K ﹤0.01%
110
671
$2K ﹤0.01%
28
-37
672
$2K ﹤0.01%
48
673
$2K ﹤0.01%
23
-25
674
$2K ﹤0.01%
100
+97
675
$2K ﹤0.01%
50
25 26
27
28 29