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
1076
$863 ﹤0.01%
17
-1
1077
$857 ﹤0.01%
150
1078
$851 ﹤0.01%
5
+4
1079
$846 ﹤0.01%
+6
1080
$846 ﹤0.01%
4
+2
1081
$844 ﹤0.01%
4
+2
1082
$841 ﹤0.01%
3
+1
1083
$832 ﹤0.01%
4
+1
1084
$828 ﹤0.01%
7
+6
1085
$827 ﹤0.01%
3
+2
1086
$818 ﹤0.01%
22
+13
1087
$815 ﹤0.01%
13
+8
1088
$814 ﹤0.01%
+5
1089
$813 ﹤0.01%
4
+2
1090
$810 ﹤0.01%
3
+1
1091
$807 ﹤0.01%
9
1092
$802 ﹤0.01%
4
+2
1093
$801 ﹤0.01%
4
+2
1094
$799 ﹤0.01%
5
+1
1095
$796 ﹤0.01%
5
1096
$796 ﹤0.01%
26
1097
$794 ﹤0.01%
11
+9
1098
$785 ﹤0.01%
+20
1099
$774 ﹤0.01%
5
+2
1100
$773 ﹤0.01%
4
42 43
44
45 46