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
751
$3.62K ﹤0.01%
18
+4
752
$3.59K ﹤0.01%
5
+1
753
$3.58K ﹤0.01%
220
754
$3.57K ﹤0.01%
19
+6
755
$3.56K ﹤0.01%
11
+2
756
$3.53K ﹤0.01%
74
757
$3.52K ﹤0.01%
14
-6
758
$3.52K ﹤0.01%
100
759
$3.49K ﹤0.01%
7
+3
760
$3.48K ﹤0.01%
29
+9
761
$3.46K ﹤0.01%
44
-35
762
$3.45K ﹤0.01%
206
763
$3.44K ﹤0.01%
+500
764
$3.43K ﹤0.01%
16
+4
765
$3.41K ﹤0.01%
32
+6
766
$3.41K ﹤0.01%
11
+9
767
$3.4K ﹤0.01%
28
768
$3.37K ﹤0.01%
300
769
$3.37K ﹤0.01%
24
+3
770
$3.35K ﹤0.01%
251
+2
771
$3.33K ﹤0.01%
14
+3
772
$3.31K ﹤0.01%
8
+3
773
$3.31K ﹤0.01%
4
+2
774
$3.31K ﹤0.01%
104
+2
775
$3.3K ﹤0.01%
4
+1
29 30
31
32 33