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
926
$1.16K ﹤0.01%
+5
927
$1.16K ﹤0.01%
+5
928
$1.15K ﹤0.01%
+47
929
$1.15K ﹤0.01%
24
+14
930
$1.14K ﹤0.01%
36
931
$1.13K ﹤0.01%
+23
932
$1.12K ﹤0.01%
265
933
$1.12K ﹤0.01%
+26
934
$1.12K ﹤0.01%
+10
935
$1.11K ﹤0.01%
+14
936
$1.11K ﹤0.01%
+20
937
$1.1K ﹤0.01%
+7
938
$1.1K ﹤0.01%
+6
939
$1.09K ﹤0.01%
+6
940
$1.09K ﹤0.01%
+6
941
$1.09K ﹤0.01%
+8
942
$1.08K ﹤0.01%
+16
943
$1.08K ﹤0.01%
+4
944
$1.07K ﹤0.01%
+29
945
$1.06K ﹤0.01%
+14
946
$1.06K ﹤0.01%
+82
947
$1.06K ﹤0.01%
+23
948
$1.05K ﹤0.01%
+4
949
$1.05K ﹤0.01%
+12
950
$1.05K ﹤0.01%
+13
36 37
38
39 40