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
801
$1.97K ﹤0.01%
+6
802
$1.96K ﹤0.01%
+6
803
$1.96K ﹤0.01%
+1
804
$1.95K ﹤0.01%
27
805
$1.95K ﹤0.01%
+4
806
$1.95K ﹤0.01%
12
+8
807
$1.95K ﹤0.01%
201
808
$1.94K ﹤0.01%
+8
809
$1.92K ﹤0.01%
+24
810
$1.92K ﹤0.01%
+8
811
$1.91K ﹤0.01%
179
812
$1.89K ﹤0.01%
+5
813
$1.89K ﹤0.01%
572
814
$1.89K ﹤0.01%
+7
815
$1.88K ﹤0.01%
12
+2
816
$1.87K ﹤0.01%
+24
817
$1.86K ﹤0.01%
+23
818
$1.83K ﹤0.01%
+41
819
$1.83K ﹤0.01%
+1
820
$1.8K ﹤0.01%
+1
821
$1.79K ﹤0.01%
+34
822
$1.79K ﹤0.01%
+6
823
$1.78K ﹤0.01%
+25
824
$1.78K ﹤0.01%
+100
825
$1.78K ﹤0.01%
+4
31 32
33
34 35