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
951
$1.49K ﹤0.01%
25
+8
952
$1.49K ﹤0.01%
+100
953
$1.49K ﹤0.01%
32
+2
954
$1.48K ﹤0.01%
26
-1
955
$1.48K ﹤0.01%
8
+4
956
$1.47K ﹤0.01%
11
-1
957
$1.46K ﹤0.01%
5
+3
958
$1.46K ﹤0.01%
7
+2
959
$1.44K ﹤0.01%
85
+1
960
$1.43K ﹤0.01%
+32
961
$1.42K ﹤0.01%
9
+3
962
$1.42K ﹤0.01%
12
+1
963
$1.41K ﹤0.01%
7
+1
964
$1.41K ﹤0.01%
20
+11
965
$1.41K ﹤0.01%
24
966
$1.4K ﹤0.01%
17
+6
967
$1.4K ﹤0.01%
3
-4
968
$1.39K ﹤0.01%
17
+9
969
$1.38K ﹤0.01%
3
+1
970
$1.38K ﹤0.01%
139
-2
971
$1.37K ﹤0.01%
31
-3
972
$1.36K ﹤0.01%
4
+2
973
$1.35K ﹤0.01%
67
+15
974
$1.35K ﹤0.01%
+21
975
$1.33K ﹤0.01%
8
+2
37 38
39
40 41