TIM

Tortoise Investment Management Portfolio holdings

AUM $1.14B
1-Year Est. Return 13.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.05B
AUM Growth
+$88.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,309
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$10.3M
3
+$3.57M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$3.44M
5
PZA icon
Invesco National AMT-Free Municipal Bond ETF
PZA
+$3.35M

Top Sells

1
+$15.2M
2
+$5.11M
3
+$1.67M
4
NUW icon
Nuveen AMT-Free Municipal Value Fund
NUW
+$1.64M
5
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$1.63M

Sector Composition

1 Financials 2.38%
2 Technology 2.02%
3 Industrials 0.81%
4 Healthcare 0.44%
5 Consumer Discretionary 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$2.84K ﹤0.01%
+66
727
$2.82K ﹤0.01%
+9
728
$2.81K ﹤0.01%
231
729
$2.79K ﹤0.01%
12
+3
730
$2.79K ﹤0.01%
+9
731
$2.77K ﹤0.01%
+49
732
$2.75K ﹤0.01%
681
733
$2.74K ﹤0.01%
26
734
$2.7K ﹤0.01%
30
+15
735
$2.67K ﹤0.01%
11
+4
736
$2.64K ﹤0.01%
226
+4
737
$2.64K ﹤0.01%
+7
738
$2.64K ﹤0.01%
21
+9
739
$2.63K ﹤0.01%
26
+22
740
$2.62K ﹤0.01%
+13
741
$2.62K ﹤0.01%
+15
742
$2.61K ﹤0.01%
+14
743
$2.61K ﹤0.01%
10
+5
744
$2.6K ﹤0.01%
400
745
$2.58K ﹤0.01%
18
+10
746
$2.57K ﹤0.01%
+82
747
$2.56K ﹤0.01%
+52
748
$2.55K ﹤0.01%
+33
749
$2.55K ﹤0.01%
44
+6
750
$2.53K ﹤0.01%
+27
28 29
30
31 32