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
876
$1.96K ﹤0.01%
8
+4
877
$1.96K ﹤0.01%
8
+3
878
$1.95K ﹤0.01%
5
+2
879
$1.95K ﹤0.01%
5
+1
880
$1.94K ﹤0.01%
12
+4
881
$1.94K ﹤0.01%
6
+3
882
$1.93K ﹤0.01%
15
+4
883
$1.92K ﹤0.01%
11
+3
884
$1.91K ﹤0.01%
39
885
$1.91K ﹤0.01%
2
-1
886
$1.91K ﹤0.01%
34
887
$1.9K ﹤0.01%
11
+3
888
$1.9K ﹤0.01%
6
889
$1.89K ﹤0.01%
10
+3
890
$1.88K ﹤0.01%
8
+2
891
$1.86K ﹤0.01%
38
-6
892
$1.86K ﹤0.01%
28
+1
893
$1.86K ﹤0.01%
11
+8
894
$1.86K ﹤0.01%
4
+1
895
$1.82K ﹤0.01%
5
+2
896
$1.82K ﹤0.01%
25
897
$1.82K ﹤0.01%
15
-2
898
$1.82K ﹤0.01%
8
+1
899
$1.8K ﹤0.01%
11
+3
900
$1.8K ﹤0.01%
93
+1
34 35
36
37 38