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
726
$4.15K ﹤0.01%
68
+16
727
$4.11K ﹤0.01%
+68
728
$4.1K ﹤0.01%
9
+3
729
$4.1K ﹤0.01%
+29
730
$4.06K ﹤0.01%
50
731
$4.03K ﹤0.01%
31
+6
732
$4K ﹤0.01%
13
+3
733
$3.98K ﹤0.01%
8
+1
734
$3.97K ﹤0.01%
7
+3
735
$3.96K ﹤0.01%
6
+1
736
$3.92K ﹤0.01%
10
+6
737
$3.85K ﹤0.01%
204
738
$3.83K ﹤0.01%
72
+31
739
$3.82K ﹤0.01%
2
740
$3.82K ﹤0.01%
15
+3
741
$3.8K ﹤0.01%
9
+3
742
$3.73K ﹤0.01%
22
+9
743
$3.69K ﹤0.01%
27
-4
744
$3.68K ﹤0.01%
203
+2
745
$3.68K ﹤0.01%
4
+1
746
$3.67K ﹤0.01%
60
+11
747
$3.65K ﹤0.01%
19
+1
748
$3.65K ﹤0.01%
1
749
$3.63K ﹤0.01%
14
+1
750
$3.62K ﹤0.01%
26
+22
28 29
30
31 32