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
901
$1.8K ﹤0.01%
485
902
$1.8K ﹤0.01%
66
+19
903
$1.8K ﹤0.01%
9
-3
904
$1.79K ﹤0.01%
68
+7
905
$1.79K ﹤0.01%
1
906
$1.77K ﹤0.01%
17
+5
907
$1.76K ﹤0.01%
9
+3
908
$1.75K ﹤0.01%
5
+3
909
$1.74K ﹤0.01%
10
-1
910
$1.73K ﹤0.01%
18
+3
911
$1.73K ﹤0.01%
192
912
$1.73K ﹤0.01%
6
+3
913
$1.71K ﹤0.01%
14
+4
914
$1.7K ﹤0.01%
+4
915
$1.69K ﹤0.01%
212
+6
916
$1.69K ﹤0.01%
8
-5
917
$1.69K ﹤0.01%
+24
918
$1.69K ﹤0.01%
6
+3
919
$1.67K ﹤0.01%
1
920
$1.67K ﹤0.01%
20
+1
921
$1.67K ﹤0.01%
6
+1
922
$1.66K ﹤0.01%
5
+1
923
$1.66K ﹤0.01%
42
+16
924
$1.64K ﹤0.01%
17
+3
925
$1.63K ﹤0.01%
7
+2
35 36
37
38 39