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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
701
$2K ﹤0.01%
23
-25
702
$2K ﹤0.01%
16
703
$2K ﹤0.01%
28
+21
704
$2K ﹤0.01%
39
-35
705
$2K ﹤0.01%
10
706
$2K ﹤0.01%
203
+3
707
$2K ﹤0.01%
250
708
$2K ﹤0.01%
+50
709
$2K ﹤0.01%
12
-15
710
$1K ﹤0.01%
47
+1
711
$1K ﹤0.01%
50
712
$1K ﹤0.01%
+100
713
$1K ﹤0.01%
572
714
$1K ﹤0.01%
30
715
$1K ﹤0.01%
100
716
$1K ﹤0.01%
20
717
$1K ﹤0.01%
51
+1
718
$1K ﹤0.01%
20
719
$1K ﹤0.01%
68
-95
720
$1K ﹤0.01%
15
-21
721
$1K ﹤0.01%
52
-6
722
$1K ﹤0.01%
100
723
$1K ﹤0.01%
31
724
$1K ﹤0.01%
24
725
$1K ﹤0.01%
218
-247
27 28
29
30 31