TIM

Tortoise Investment Management Portfolio holdings

AUM $1.05B
1-Year Est. Return 9.75%
This Quarter Est. Return
1 Year Est. Return
+9.75%
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
+$14M
2
+$4.81M
3
+$3.75M
4
AAPL icon
Apple
AAPL
+$3.7M
5
MBB icon
iShares MBS ETF
MBB
+$2.37M

Top Sells

1
+$3.49M
2
+$2.16M
3
+$1.53M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$1.52M
5
JSCP icon
JPMorgan Short Duration Core Plus ETF
JSCP
+$1.26M

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
726
$1K ﹤0.01%
15
-21
727
$1K ﹤0.01%
52
-6
728
$1K ﹤0.01%
100
729
$1K ﹤0.01%
23
730
$1K ﹤0.01%
24
731
$1K ﹤0.01%
218
-247
732
$1K ﹤0.01%
15
733
$1K ﹤0.01%
19
-20
734
$1K ﹤0.01%
50
735
$1K ﹤0.01%
15
736
$1K ﹤0.01%
+5
737
$1K ﹤0.01%
200
738
– –
-11
739
– –
-8
740
– –
-23
741
– –
-100
742
– –
-4,275
743
$0 ﹤0.01%
7
744
– –
-74
745
– –
-30
746
– –
0
747
– –
-8
748
– –
-20
749
$0 ﹤0.01%
9
750
– –
-23
28 29
30
31 32