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
701
$4.76K ﹤0.01%
15
+6
702
$4.76K ﹤0.01%
10
+5
703
$4.76K ﹤0.01%
9
+2
704
$4.73K ﹤0.01%
500
705
$4.72K ﹤0.01%
457
706
$4.72K ﹤0.01%
400
707
$4.71K ﹤0.01%
56
+23
708
$4.63K ﹤0.01%
26
-2
709
$4.62K ﹤0.01%
55
-2
710
$4.6K ﹤0.01%
49
+14
711
$4.57K ﹤0.01%
10
712
$4.57K ﹤0.01%
18
+3
713
$4.57K ﹤0.01%
13
+2
714
$4.56K ﹤0.01%
+57
715
$4.52K ﹤0.01%
56
-1
716
$4.5K ﹤0.01%
102
717
$4.47K ﹤0.01%
22
+3
718
$4.39K ﹤0.01%
54
+1
719
$4.38K ﹤0.01%
14
+7
720
$4.37K ﹤0.01%
8
+3
721
$4.32K ﹤0.01%
16
-1
722
$4.31K ﹤0.01%
19
+1
723
$4.26K ﹤0.01%
10
+2
724
$4.19K ﹤0.01%
12
+2
725
$4.16K ﹤0.01%
30
+9
27 28
29
30 31