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
1176
$479 ﹤0.01%
+25
1177
$478 ﹤0.01%
3
+1
1178
$475 ﹤0.01%
+3
1179
$475 ﹤0.01%
30
1180
$469 ﹤0.01%
4
-6
1181
$468 ﹤0.01%
1
-2
1182
$463 ﹤0.01%
3
+2
1183
$460 ﹤0.01%
+4
1184
$458 ﹤0.01%
7
+3
1185
$455 ﹤0.01%
9
1186
$450 ﹤0.01%
3
+1
1187
$448 ﹤0.01%
1
-3
1188
$447 ﹤0.01%
3
-1
1189
$443 ﹤0.01%
+16
1190
$440 ﹤0.01%
+11
1191
$438 ﹤0.01%
2
1192
$437 ﹤0.01%
+3
1193
$434 ﹤0.01%
5
1194
$430 ﹤0.01%
+4
1195
$430 ﹤0.01%
3
+1
1196
$426 ﹤0.01%
2
+1
1197
$424 ﹤0.01%
+5
1198
$424 ﹤0.01%
2
+1
1199
$420 ﹤0.01%
3
+2
1200
$419 ﹤0.01%
+9
46 47
48
49 50