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
801
$2.83K ﹤0.01%
7
+4
802
$2.82K ﹤0.01%
9
+3
803
$2.79K ﹤0.01%
10
+3
804
$2.79K ﹤0.01%
9
+1
805
$2.78K ﹤0.01%
33
+19
806
$2.77K ﹤0.01%
14
+8
807
$2.74K ﹤0.01%
100
808
$2.73K ﹤0.01%
230
+4
809
$2.72K ﹤0.01%
170
+23
810
$2.72K ﹤0.01%
33
+7
811
$2.71K ﹤0.01%
7
+3
812
$2.7K ﹤0.01%
32
+28
813
$2.69K ﹤0.01%
12
+4
814
$2.67K ﹤0.01%
32
-25
815
$2.65K ﹤0.01%
101
816
$2.64K ﹤0.01%
35
+15
817
$2.61K ﹤0.01%
29
+6
818
$2.6K ﹤0.01%
4
+1
819
$2.59K ﹤0.01%
11
+2
820
$2.58K ﹤0.01%
9
+5
821
$2.58K ﹤0.01%
6
+3
822
$2.57K ﹤0.01%
5
+2
823
$2.56K ﹤0.01%
200
824
$2.55K ﹤0.01%
19
+1
825
$2.52K ﹤0.01%
16
+4
31 32
33
34 35