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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
$514M
AUM Growth
+$4.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
789
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$5.16M
3
+$4.2M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$3.75M
5
MBB icon
iShares MBS ETF
MBB
+$2.51M

Top Sells

1
+$3.54M
2
+$2.21M
3
+$1.59M
4
SCHR
Schwab Intermediately-Term US Treasury ETF
SCHR
+$1.58M
5
JSCP icon
JPMorgan Short Duration Core Plus ETF
JSCP
+$1.29M

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
676
$2K ﹤0.01%
17
-20
677
$2K ﹤0.01%
23
-20
678
$2K ﹤0.01%
13
679
$2K ﹤0.01%
100
680
$2K ﹤0.01%
50
681
$2K ﹤0.01%
50
682
$2K ﹤0.01%
98
683
$2K ﹤0.01%
10
-47
684
$2K ﹤0.01%
75
685
$2K ﹤0.01%
27
686
$2K ﹤0.01%
7
687
$2K ﹤0.01%
800
+400
688
$2K ﹤0.01%
231
689
$2K ﹤0.01%
+45
690
$2K ﹤0.01%
53
691
$2K ﹤0.01%
+28
692
$2K ﹤0.01%
14
-17
693
$2K ﹤0.01%
305
694
$2K ﹤0.01%
25
-27
695
$2K ﹤0.01%
80
696
$2K ﹤0.01%
145
-190
697
$2K ﹤0.01%
9
-9
698
$2K ﹤0.01%
75
699
$2K ﹤0.01%
62
700
$2K ﹤0.01%
4
26 27
28
29 30