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
901
$1.26K ﹤0.01%
141
+122
902
$1.26K ﹤0.01%
+7
903
$1.26K ﹤0.01%
+4
904
$1.26K ﹤0.01%
+15
905
$1.26K ﹤0.01%
+4
906
$1.25K ﹤0.01%
100
907
$1.23K ﹤0.01%
115
+105
908
$1.23K ﹤0.01%
+148
909
$1.23K ﹤0.01%
+7
910
$1.23K ﹤0.01%
+3
911
$1.23K ﹤0.01%
+8
912
$1.23K ﹤0.01%
+4
913
$1.23K ﹤0.01%
+5
914
$1.23K ﹤0.01%
+21
915
$1.23K ﹤0.01%
+3
916
$1.22K ﹤0.01%
+7
917
$1.22K ﹤0.01%
4
918
$1.21K ﹤0.01%
+10
919
$1.21K ﹤0.01%
+16
920
$1.2K ﹤0.01%
14
+3
921
$1.2K ﹤0.01%
+78
922
$1.19K ﹤0.01%
+5
923
$1.18K ﹤0.01%
+27
924
$1.17K ﹤0.01%
+11
925
$1.16K ﹤0.01%
+6
35 36
37
38 39