TIM
Tortoise Investment Management Portfolio holdings
AUM
$1.05B
1-Year Return
9.75%
This Quarter Return
-5.85%
1 Year Return
+9.75%
3 Year Return
+30.94%
5 Year Return
+46.3%
10 Year Return
+86.51%
AUM
$514M
AUM Growth
+$4.52M
(+0.89%)
Cap. Flow
+$35M
Cap. Flow
% of AUM
6.81%
Top 10 Holdings %
Top 10 Hldgs %
34.19%
Holding
789
New
49
Increased
175
Reduced
163
Closed
31
Top Buys
| 1 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$14M |
| 2 |
Schwab US TIPS ETF
SCHP
|
$4.81M |
| 3 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$3.75M |
| 4 |
Apple
AAPL
|
$3.7M |
| 5 |
iShares MBS ETF
MBB
|
$2.37M |
Top Sells
Sector Composition
| 1 | Technology | 3.24% |
| 2 | Financials | 1.89% |
| 3 | Healthcare | 0.94% |
| 4 | Consumer Discretionary | 0.87% |
| 5 | Consumer Staples | 0.69% |
