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
1226
$372 ﹤0.01%
3
+2
1227
$369 ﹤0.01%
11
-1
1228
$365 ﹤0.01%
+2
1229
$363 ﹤0.01%
3
+2
1230
$363 ﹤0.01%
2
1231
$362 ﹤0.01%
+2
1232
$361 ﹤0.01%
3
+2
1233
$357 ﹤0.01%
2
-3
1234
$353 ﹤0.01%
9
+2
1235
$344 ﹤0.01%
6
1236
$344 ﹤0.01%
+2
1237
$343 ﹤0.01%
5
-1
1238
$340 ﹤0.01%
+18
1239
$337 ﹤0.01%
+3
1240
$335 ﹤0.01%
5
-11
1241
$335 ﹤0.01%
3
+2
1242
$332 ﹤0.01%
6
-10
1243
$332 ﹤0.01%
+2
1244
$323 ﹤0.01%
2
1245
$322 ﹤0.01%
2
-1
1246
$322 ﹤0.01%
17
+1
1247
$320 ﹤0.01%
250
1248
$318 ﹤0.01%
+59
1249
$313 ﹤0.01%
2
1250
$308 ﹤0.01%
4
+1
48 49
50
51 52