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
1051
$944 ﹤0.01%
5
+3
1052
$943 ﹤0.01%
5
+2
1053
$934 ﹤0.01%
13
1054
$934 ﹤0.01%
3
-3
1055
$930 ﹤0.01%
9
+7
1056
$925 ﹤0.01%
17
-4
1057
$922 ﹤0.01%
+16
1058
$918 ﹤0.01%
11
+3
1059
$914 ﹤0.01%
450
1060
$914 ﹤0.01%
9
+6
1061
$908 ﹤0.01%
32
-3
1062
$905 ﹤0.01%
+7
1063
$904 ﹤0.01%
4
+3
1064
$899 ﹤0.01%
3
1065
$893 ﹤0.01%
28
-12
1066
$890 ﹤0.01%
82
1067
$882 ﹤0.01%
18
1068
$881 ﹤0.01%
+20
1069
$879 ﹤0.01%
12
+8
1070
$878 ﹤0.01%
4
+2
1071
$874 ﹤0.01%
6
+3
1072
$867 ﹤0.01%
3
-2
1073
$866 ﹤0.01%
4
+2
1074
$864 ﹤0.01%
5
+4
1075
$863 ﹤0.01%
2
-1
41 42
43
44 45