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
651
$7.36K ﹤0.01%
111
652
$7.27K ﹤0.01%
26
+3
653
$7.26K ﹤0.01%
56
654
$7.22K ﹤0.01%
38
+2
655
$7.18K ﹤0.01%
10
+1
656
$7.06K ﹤0.01%
6
+1
657
$6.96K ﹤0.01%
340
658
$6.95K ﹤0.01%
9
+1
659
$6.95K ﹤0.01%
2,500
660
$6.8K ﹤0.01%
1,000
661
$6.8K ﹤0.01%
103
+3
662
$6.79K ﹤0.01%
+14
663
$6.78K ﹤0.01%
107
+1
664
$6.76K ﹤0.01%
11
+4
665
$6.7K ﹤0.01%
76
-3
666
$6.69K ﹤0.01%
60
667
$6.68K ﹤0.01%
300
668
$6.59K ﹤0.01%
37
+11
669
$6.47K ﹤0.01%
52
+1
670
$6.3K ﹤0.01%
22
-3
671
$6.22K ﹤0.01%
550
+11
672
$6.08K ﹤0.01%
31
+4
673
$5.94K ﹤0.01%
74
674
$5.89K ﹤0.01%
171
675
$5.8K ﹤0.01%
59
+16
25 26
27
28 29