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
876
$1.37K ﹤0.01%
+5
877
$1.36K ﹤0.01%
24
878
$1.35K ﹤0.01%
+6
879
$1.35K ﹤0.01%
+3
880
$1.35K ﹤0.01%
+4
881
$1.35K ﹤0.01%
+4
882
$1.34K ﹤0.01%
+4
883
$1.33K ﹤0.01%
+11
884
$1.33K ﹤0.01%
192
885
$1.33K ﹤0.01%
+34
886
$1.33K ﹤0.01%
+27
887
$1.32K ﹤0.01%
+3
888
$1.31K ﹤0.01%
+8
889
$1.31K ﹤0.01%
+4
890
$1.3K ﹤0.01%
+16
891
$1.3K ﹤0.01%
+11
892
$1.3K ﹤0.01%
+40
893
$1.3K ﹤0.01%
+9
894
$1.3K ﹤0.01%
+5
895
$1.3K ﹤0.01%
+18
896
$1.28K ﹤0.01%
+8
897
$1.28K ﹤0.01%
+20
898
$1.28K ﹤0.01%
+31
899
$1.27K ﹤0.01%
+6
900
$1.27K ﹤0.01%
+3
34 35
36
37 38