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
676
$5.78K ﹤0.01%
748
677
$5.73K ﹤0.01%
23
+9
678
$5.73K ﹤0.01%
75
679
$5.67K ﹤0.01%
45
680
$5.65K ﹤0.01%
10
+3
681
$5.61K ﹤0.01%
50
+9
682
$5.59K ﹤0.01%
51
-6
683
$5.58K ﹤0.01%
8
+3
684
$5.57K ﹤0.01%
100
685
$5.5K ﹤0.01%
109
-12
686
$5.34K ﹤0.01%
262
687
$5.31K ﹤0.01%
63
+51
688
$5.28K ﹤0.01%
283
+52
689
$5.28K ﹤0.01%
681
690
$5.28K ﹤0.01%
44
+18
691
$5.12K ﹤0.01%
15
+4
692
$5.06K ﹤0.01%
155
+9
693
$5.06K ﹤0.01%
175
+16
694
$5.04K ﹤0.01%
+66
695
$5.03K ﹤0.01%
101
+1
696
$4.99K ﹤0.01%
10
+1
697
$4.98K ﹤0.01%
+87
698
$4.93K ﹤0.01%
15
-1
699
$4.82K ﹤0.01%
+108
700
$4.8K ﹤0.01%
27
+2
26 27
28
29 30