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
976
$1.33K ﹤0.01%
16
+5
977
$1.33K ﹤0.01%
+29
978
$1.33K ﹤0.01%
7
+1
979
$1.33K ﹤0.01%
12
+7
980
$1.3K ﹤0.01%
5
+2
981
$1.3K ﹤0.01%
6
+2
982
$1.3K ﹤0.01%
+9
983
$1.3K ﹤0.01%
12
+4
984
$1.3K ﹤0.01%
+40
985
$1.28K ﹤0.01%
+41
986
$1.27K ﹤0.01%
15
+1
987
$1.27K ﹤0.01%
10
+3
988
$1.27K ﹤0.01%
9
-2
989
$1.25K ﹤0.01%
+23
990
$1.24K ﹤0.01%
36
991
$1.24K ﹤0.01%
4
992
$1.23K ﹤0.01%
5
+4
993
$1.22K ﹤0.01%
47
994
$1.22K ﹤0.01%
100
995
$1.22K ﹤0.01%
24
996
$1.21K ﹤0.01%
4
+1
997
$1.2K ﹤0.01%
7
+5
998
$1.2K ﹤0.01%
4
+3
999
$1.2K ﹤0.01%
7
+3
1000
$1.19K ﹤0.01%
18
+2
38 39
40
41 42