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
776
$3.29K ﹤0.01%
33
+4
777
$3.27K ﹤0.01%
11
778
$3.26K ﹤0.01%
6
+3
779
$3.22K ﹤0.01%
15
+2
780
$3.19K ﹤0.01%
120
781
$3.19K ﹤0.01%
5
+1
782
$3.14K ﹤0.01%
+28
783
$3.14K ﹤0.01%
176
+3
784
$3.12K ﹤0.01%
26
785
$3.11K ﹤0.01%
18
+3
786
$3.11K ﹤0.01%
9
+5
787
$3.1K ﹤0.01%
13
+2
788
$3.08K ﹤0.01%
29
+1
789
$3.06K ﹤0.01%
120
+17
790
$3.01K ﹤0.01%
11
+4
791
$2.99K ﹤0.01%
36
+12
792
$2.98K ﹤0.01%
42
+5
793
$2.98K ﹤0.01%
7
+6
794
$2.97K ﹤0.01%
65
-1
795
$2.95K ﹤0.01%
28
+4
796
$2.94K ﹤0.01%
60
+4
797
$2.92K ﹤0.01%
477
-75
798
$2.9K ﹤0.01%
9
799
$2.87K ﹤0.01%
48
800
$2.84K ﹤0.01%
11
+3
30 31
32
33 34