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
851
$1.61K ﹤0.01%
+3
852
$1.6K ﹤0.01%
+3
853
$1.57K ﹤0.01%
+77
854
$1.57K ﹤0.01%
+16
855
$1.56K ﹤0.01%
+23
856
$1.55K ﹤0.01%
+6
857
$1.55K ﹤0.01%
+17
858
$1.54K ﹤0.01%
+4
859
$1.5K ﹤0.01%
7
+2
860
$1.5K ﹤0.01%
+4
861
$1.49K ﹤0.01%
+6
862
$1.48K ﹤0.01%
+11
863
$1.47K ﹤0.01%
100
864
$1.47K ﹤0.01%
+5
865
$1.47K ﹤0.01%
+3
866
$1.46K ﹤0.01%
+14
867
$1.44K ﹤0.01%
+8
868
$1.44K ﹤0.01%
+61
869
$1.41K ﹤0.01%
+100
870
$1.41K ﹤0.01%
+30
871
$1.4K ﹤0.01%
44
+23
872
$1.4K ﹤0.01%
+16
873
$1.39K ﹤0.01%
10
+2
874
$1.38K ﹤0.01%
7
+2
875
$1.38K ﹤0.01%
+2
33 34
35
36 37