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
1101
$770 ﹤0.01%
3
-2
1102
$770 ﹤0.01%
+12
1103
$767 ﹤0.01%
20
1104
$760 ﹤0.01%
8
+5
1105
$755 ﹤0.01%
+27
1106
$755 ﹤0.01%
3
-1
1107
$754 ﹤0.01%
14
1108
$754 ﹤0.01%
7
+4
1109
$746 ﹤0.01%
8
+3
1110
$745 ﹤0.01%
5
-3
1111
$737 ﹤0.01%
3
1112
$736 ﹤0.01%
17
+12
1113
$728 ﹤0.01%
12
+2
1114
$724 ﹤0.01%
4
+3
1115
$704 ﹤0.01%
27
1116
$703 ﹤0.01%
4
1117
$699 ﹤0.01%
4
+2
1118
$696 ﹤0.01%
4
+1
1119
$691 ﹤0.01%
4
+2
1120
$671 ﹤0.01%
+14
1121
$669 ﹤0.01%
56
1122
$667 ﹤0.01%
+8
1123
$665 ﹤0.01%
20
+8
1124
$655 ﹤0.01%
86
1125
$644 ﹤0.01%
2
-1
43 44
45
46 47