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
1126
$633 ﹤0.01%
15
+12
1127
$632 ﹤0.01%
3
+2
1128
$631 ﹤0.01%
43
+2
1129
$630 ﹤0.01%
2
1130
$630 ﹤0.01%
4
-3
1131
$626 ﹤0.01%
+11
1132
$623 ﹤0.01%
3
+1
1133
$622 ﹤0.01%
+10
1134
$606 ﹤0.01%
8
+4
1135
$605 ﹤0.01%
8
-7
1136
$601 ﹤0.01%
6
+1
1137
$588 ﹤0.01%
6
1138
$588 ﹤0.01%
3
+2
1139
$585 ﹤0.01%
13
-32
1140
$581 ﹤0.01%
13
+1
1141
$578 ﹤0.01%
14
1142
$573 ﹤0.01%
3
+1
1143
$571 ﹤0.01%
16
-2
1144
$571 ﹤0.01%
+7
1145
$571 ﹤0.01%
10
1146
$562 ﹤0.01%
4
+3
1147
$555 ﹤0.01%
5
1148
$555 ﹤0.01%
4
+3
1149
$552 ﹤0.01%
3
+1
1150
$550 ﹤0.01%
2
-5
44 45
46
47 48