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
826
$1.77K ﹤0.01%
40
827
$1.75K ﹤0.01%
17
+5
828
$1.75K ﹤0.01%
87
829
$1.75K ﹤0.01%
+4
830
$1.74K ﹤0.01%
17
+12
831
$1.74K ﹤0.01%
+23
832
$1.74K ﹤0.01%
+8
833
$1.74K ﹤0.01%
+4
834
$1.73K ﹤0.01%
+206
835
$1.72K ﹤0.01%
+7
836
$1.7K ﹤0.01%
34
837
$1.7K ﹤0.01%
+16
838
$1.69K ﹤0.01%
+249
839
$1.68K ﹤0.01%
+12
840
$1.68K ﹤0.01%
13
+8
841
$1.67K ﹤0.01%
+3
842
$1.67K ﹤0.01%
+6
843
$1.67K ﹤0.01%
16
+4
844
$1.65K ﹤0.01%
+55
845
$1.65K ﹤0.01%
+6
846
$1.65K ﹤0.01%
+40
847
$1.64K ﹤0.01%
39
+25
848
$1.63K ﹤0.01%
+9
849
$1.62K ﹤0.01%
+11
850
$1.61K ﹤0.01%
+84
32 33
34
35 36