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
1201
$419 ﹤0.01%
7
1202
$418 ﹤0.01%
15
1203
$416 ﹤0.01%
7
1204
$413 ﹤0.01%
4
+3
1205
$409 ﹤0.01%
5
+1
1206
$409 ﹤0.01%
2
-3
1207
$404 ﹤0.01%
3
+1
1208
$402 ﹤0.01%
4
+3
1209
$401 ﹤0.01%
+3
1210
$401 ﹤0.01%
4
+1
1211
$399 ﹤0.01%
2
+1
1212
$397 ﹤0.01%
3
-15
1213
$395 ﹤0.01%
+4
1214
$394 ﹤0.01%
+16
1215
$388 ﹤0.01%
4
+2
1216
$388 ﹤0.01%
1
1217
$386 ﹤0.01%
3
+2
1218
$385 ﹤0.01%
3
+2
1219
$385 ﹤0.01%
5
+1
1220
$383 ﹤0.01%
4
+3
1221
$381 ﹤0.01%
+9
1222
$381 ﹤0.01%
3
+2
1223
$378 ﹤0.01%
11
+3
1224
$374 ﹤0.01%
3
+2
1225
$372 ﹤0.01%
7
47 48
49
50 51