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
851
$2.15K ﹤0.01%
201
852
$2.14K ﹤0.01%
8
+2
853
$2.13K ﹤0.01%
12
+3
854
$2.13K ﹤0.01%
66
+11
855
$2.11K ﹤0.01%
16
+7
856
$2.1K ﹤0.01%
11
+4
857
$2.1K ﹤0.01%
25
+2
858
$2.09K ﹤0.01%
62
859
$2.09K ﹤0.01%
572
860
$2.08K ﹤0.01%
15
+4
861
$2.07K ﹤0.01%
179
862
$2.06K ﹤0.01%
9
+1
863
$2.06K ﹤0.01%
15
+5
864
$2.05K ﹤0.01%
10
+3
865
$2.03K ﹤0.01%
43
+4
866
$2.02K ﹤0.01%
6
+2
867
$2.01K ﹤0.01%
27
+17
868
$2.01K ﹤0.01%
31
+3
869
$1.99K ﹤0.01%
35
+1
870
$1.99K ﹤0.01%
5
+3
871
$1.98K ﹤0.01%
8
+4
872
$1.98K ﹤0.01%
10
+4
873
$1.97K ﹤0.01%
17
+1
874
$1.97K ﹤0.01%
8
+3
875
$1.97K ﹤0.01%
24
+12
33 34
35
36 37