TIM

Tortoise Investment Management Portfolio holdings

AUM $1.14B
1-Year Est. Return 13.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.05B
AUM Growth
+$88.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,309
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$10.3M
3
+$3.57M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$3.44M
5
PZA icon
Invesco National AMT-Free Municipal Bond ETF
PZA
+$3.35M

Top Sells

1
+$15.2M
2
+$5.11M
3
+$1.67M
4
NUW icon
Nuveen AMT-Free Municipal Value Fund
NUW
+$1.64M
5
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$1.63M

Sector Composition

1 Financials 2.38%
2 Technology 2.02%
3 Industrials 0.81%
4 Healthcare 0.44%
5 Consumer Discretionary 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1176
$268 ﹤0.01%
+3
1177
$268 ﹤0.01%
+1
1178
$267 ﹤0.01%
+9
1179
$264 ﹤0.01%
+3
1180
$257 ﹤0.01%
+5
1181
$255 ﹤0.01%
+8
1182
$255 ﹤0.01%
+6
1183
$253 ﹤0.01%
250
1184
$253 ﹤0.01%
+4
1185
$252 ﹤0.01%
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1186
$245 ﹤0.01%
+1
1187
$244 ﹤0.01%
+3
1188
$243 ﹤0.01%
+3
1189
$233 ﹤0.01%
+2
1190
$230 ﹤0.01%
+1
1191
$230 ﹤0.01%
+2
1192
$229 ﹤0.01%
+2
1193
$224 ﹤0.01%
+3
1194
$219 ﹤0.01%
+4
1195
$213 ﹤0.01%
+4
1196
$210 ﹤0.01%
+1
1197
$207 ﹤0.01%
+16
1198
$202 ﹤0.01%
+2
1199
$202 ﹤0.01%
+5
1200
$201 ﹤0.01%
+1
46 47
48
49 50