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
826
$2.52K ﹤0.01%
6
+3
827
$2.51K ﹤0.01%
24
+10
828
$2.5K ﹤0.01%
14
+1
829
$2.5K ﹤0.01%
100
830
$2.46K ﹤0.01%
9
+3
831
$2.46K ﹤0.01%
12
-2
832
$2.45K ﹤0.01%
23
+3
833
$2.44K ﹤0.01%
13
+4
834
$2.43K ﹤0.01%
28
+4
835
$2.42K ﹤0.01%
82
836
$2.42K ﹤0.01%
17
+6
837
$2.42K ﹤0.01%
7
+3
838
$2.41K ﹤0.01%
7
+1
839
$2.4K ﹤0.01%
8
+4
840
$2.38K ﹤0.01%
34
+30
841
$2.35K ﹤0.01%
3
-1
842
$2.32K ﹤0.01%
4
843
$2.28K ﹤0.01%
+42
844
$2.26K ﹤0.01%
92
+15
845
$2.24K ﹤0.01%
31
+8
846
$2.23K ﹤0.01%
27
-2
847
$2.19K ﹤0.01%
5
+1
848
$2.18K ﹤0.01%
54
+1
849
$2.17K ﹤0.01%
87
850
$2.17K ﹤0.01%
9
+1
32 33
34
35 36