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
1151
$550 ﹤0.01%
6
1152
$537 ﹤0.01%
+35
1153
$535 ﹤0.01%
2
-1
1154
$534 ﹤0.01%
5
-4
1155
$533 ﹤0.01%
11
-2
1156
$532 ﹤0.01%
+5
1157
$530 ﹤0.01%
4
+3
1158
$530 ﹤0.01%
4
+3
1159
$529 ﹤0.01%
+4
1160
$525 ﹤0.01%
12
-1
1161
$522 ﹤0.01%
+9
1162
$519 ﹤0.01%
4
+3
1163
$519 ﹤0.01%
5
+4
1164
$516 ﹤0.01%
3
+1
1165
$513 ﹤0.01%
4
1166
$508 ﹤0.01%
4
+3
1167
$508 ﹤0.01%
+10
1168
$507 ﹤0.01%
12
-11
1169
$504 ﹤0.01%
3
-2
1170
$502 ﹤0.01%
3
+2
1171
$502 ﹤0.01%
3
+1
1172
$502 ﹤0.01%
3
+1
1173
$501 ﹤0.01%
150
1174
$497 ﹤0.01%
3
+1
1175
$487 ﹤0.01%
3
-1
45 46
47
48 49