TIM

Tortoise Investment Management Portfolio holdings

AUM $1.14B
1-Year Est. Return 13.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.05B
AUM Growth
+$88.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,309
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$10.3M
3
+$3.57M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$3.44M
5
PZA icon
Invesco National AMT-Free Municipal Bond ETF
PZA
+$3.35M

Top Sells

1
+$15.2M
2
+$5.11M
3
+$1.67M
4
NUW icon
Nuveen AMT-Free Municipal Value Fund
NUW
+$1.64M
5
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$1.63M

Sector Composition

1 Financials 2.38%
2 Technology 2.02%
3 Industrials 0.81%
4 Healthcare 0.44%
5 Consumer Discretionary 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$4.08K ﹤0.01%
13
+4
677
$4.03K ﹤0.01%
50
678
$4.02K ﹤0.01%
74
679
$4.01K ﹤0.01%
7
+3
680
$4K ﹤0.01%
+26
681
$4K ﹤0.01%
2
+1
682
$3.9K ﹤0.01%
75
683
$3.88K ﹤0.01%
+57
684
$3.88K ﹤0.01%
35
+2
685
$3.84K ﹤0.01%
+5
686
$3.81K ﹤0.01%
204
+4
687
$3.76K ﹤0.01%
+18
688
$3.71K ﹤0.01%
+100
689
$3.64K ﹤0.01%
+15
690
$3.64K ﹤0.01%
+9
691
$3.57K ﹤0.01%
7
+2
692
$3.57K ﹤0.01%
18
+2
693
$3.57K ﹤0.01%
+7
694
$3.49K ﹤0.01%
+11
695
$3.46K ﹤0.01%
13
+9
696
$3.4K ﹤0.01%
103
+19
697
$3.39K ﹤0.01%
+11
698
$3.37K ﹤0.01%
300
699
$3.36K ﹤0.01%
+220
700
$3.36K ﹤0.01%
15
+13
26 27
28
29 30