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
1026
$1.08K ﹤0.01%
16
+6
1027
$1.08K ﹤0.01%
16
1028
$1.07K ﹤0.01%
4
1029
$1.06K ﹤0.01%
25
-1
1030
$1.04K ﹤0.01%
4
+1
1031
$1.03K ﹤0.01%
18
1032
$1.03K ﹤0.01%
8
+5
1033
$1.03K ﹤0.01%
9
+6
1034
$1.03K ﹤0.01%
5
+3
1035
$1.02K ﹤0.01%
16
1036
$1.02K ﹤0.01%
100
1037
$1.01K ﹤0.01%
4
+3
1038
$1K ﹤0.01%
+9
1039
$998 ﹤0.01%
11
-6
1040
$990 ﹤0.01%
7
+4
1041
$986 ﹤0.01%
8
+5
1042
$984 ﹤0.01%
40
+7
1043
$980 ﹤0.01%
5
+3
1044
$977 ﹤0.01%
6
-7
1045
$971 ﹤0.01%
42
1046
$971 ﹤0.01%
28
1047
$967 ﹤0.01%
5
+1
1048
$966 ﹤0.01%
10
+3
1049
$965 ﹤0.01%
30
+4
1050
$950 ﹤0.01%
+63
40 41
42
43 44