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
1001
$1.18K ﹤0.01%
7
+2
1002
$1.18K ﹤0.01%
11
-6
1003
$1.17K ﹤0.01%
9
+4
1004
$1.17K ﹤0.01%
7
1005
$1.17K ﹤0.01%
7
+5
1006
$1.17K ﹤0.01%
+8
1007
$1.16K ﹤0.01%
9
+2
1008
$1.16K ﹤0.01%
14
-14
1009
$1.16K ﹤0.01%
5
-8
1010
$1.15K ﹤0.01%
24
+1
1011
$1.15K ﹤0.01%
15
+4
1012
$1.14K ﹤0.01%
8
+4
1013
$1.14K ﹤0.01%
17
-7
1014
$1.14K ﹤0.01%
67
-11
1015
$1.13K ﹤0.01%
12
+2
1016
$1.13K ﹤0.01%
8
-4
1017
$1.12K ﹤0.01%
8
+7
1018
$1.12K ﹤0.01%
13
+4
1019
$1.12K ﹤0.01%
17
+4
1020
$1.11K ﹤0.01%
148
1021
$1.11K ﹤0.01%
5
+3
1022
$1.1K ﹤0.01%
13
+3
1023
$1.09K ﹤0.01%
100
1024
$1.08K ﹤0.01%
22
+4
1025
$1.08K ﹤0.01%
+20
39 40
41
42 43