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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
$514M
AUM Growth
+$4.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
789
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$5.16M
3
+$4.2M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$3.75M
5
MBB icon
iShares MBS ETF
MBB
+$2.51M

Top Sells

1
+$3.54M
2
+$2.21M
3
+$1.59M
4
SCHR
Schwab Intermediately-Term US Treasury ETF
SCHR
+$1.58M
5
JSCP icon
JPMorgan Short Duration Core Plus ETF
JSCP
+$1.29M

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
751
– –
0
752
$0 ﹤0.01%
+1,000
753
$0 ﹤0.01%
5
754
$0 ﹤0.01%
15
755
$0 ﹤0.01%
25
756
$0 ﹤0.01%
25
757
– –
-4,077
758
– –
-300
759
$0 ﹤0.01%
10
760
– –
-650
761
– –
-100
762
– –
-500
763
– –
-50
764
– –
-50
765
– –
-7,070
766
– –
-400
767
$0 ﹤0.01%
2
768
$0 ﹤0.01%
9
769
– –
-23
770
$0 ﹤0.01%
+20
771
$0 ﹤0.01%
16
772
$0 ﹤0.01%
250
773
$0 ﹤0.01%
12
774
$0 ﹤0.01%
93
775
– –
-75
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31
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