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
926
$1.63K ﹤0.01%
16
-1
927
$1.63K ﹤0.01%
7
+2
928
$1.62K ﹤0.01%
8
+1
929
$1.62K ﹤0.01%
40
+9
930
$1.61K ﹤0.01%
12
+4
931
$1.61K ﹤0.01%
7
+3
932
$1.61K ﹤0.01%
+69
933
$1.6K ﹤0.01%
36
-4
934
$1.59K ﹤0.01%
45
+30
935
$1.58K ﹤0.01%
11
+6
936
$1.58K ﹤0.01%
6
937
$1.58K ﹤0.01%
265
938
$1.58K ﹤0.01%
13
+11
939
$1.57K ﹤0.01%
11
+5
940
$1.57K ﹤0.01%
100
941
$1.56K ﹤0.01%
29
+2
942
$1.55K ﹤0.01%
5
+3
943
$1.55K ﹤0.01%
19
+5
944
$1.54K ﹤0.01%
7
+3
945
$1.52K ﹤0.01%
15
-2
946
$1.51K ﹤0.01%
39
+12
947
$1.51K ﹤0.01%
18
+5
948
$1.51K ﹤0.01%
43
-1
949
$1.5K ﹤0.01%
10
+5
950
$1.5K ﹤0.01%
7
+2
36 37
38
39 40