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
776
$2.19K ﹤0.01%
+3
777
$2.17K ﹤0.01%
62
778
$2.16K ﹤0.01%
11
+3
779
$2.16K ﹤0.01%
17
+1
780
$2.15K ﹤0.01%
19
781
$2.15K ﹤0.01%
+4
782
$2.11K ﹤0.01%
+6
783
$2.1K ﹤0.01%
+7
784
$2.09K ﹤0.01%
+13
785
$2.08K ﹤0.01%
50
786
$2.06K ﹤0.01%
+5
787
$2.05K ﹤0.01%
47
788
$2.05K ﹤0.01%
+9
789
$2.04K ﹤0.01%
+13
790
$2.03K ﹤0.01%
39
+8
791
$2.03K ﹤0.01%
+97
792
$2.03K ﹤0.01%
+6
793
$2.02K ﹤0.01%
23
+9
794
$2.02K ﹤0.01%
+20
795
$2.02K ﹤0.01%
+147
796
$2.02K ﹤0.01%
53
797
$1.97K ﹤0.01%
+8
798
$1.97K ﹤0.01%
+26
799
$1.97K ﹤0.01%
+22
800
$1.97K ﹤0.01%
9
-1
30 31
32
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