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
1251
$304 ﹤0.01%
3
+2
1252
$303 ﹤0.01%
+6
1253
$299 ﹤0.01%
2
1254
$297 ﹤0.01%
+4
1255
$295 ﹤0.01%
2
+1
1256
$291 ﹤0.01%
3
1257
$290 ﹤0.01%
+13
1258
$284 ﹤0.01%
3
+2
1259
$284 ﹤0.01%
12
-12
1260
$284 ﹤0.01%
2
+1
1261
$279 ﹤0.01%
2
-2
1262
$276 ﹤0.01%
9
1263
$275 ﹤0.01%
12
-22
1264
$275 ﹤0.01%
7
+1
1265
$269 ﹤0.01%
2
-4
1266
$267 ﹤0.01%
8
+1
1267
$265 ﹤0.01%
2
1268
$264 ﹤0.01%
+2
1269
$261 ﹤0.01%
+7
1270
$261 ﹤0.01%
7
-6
1271
$255 ﹤0.01%
3
1272
$255 ﹤0.01%
+3
1273
$254 ﹤0.01%
2
+1
1274
$253 ﹤0.01%
2
-1
1275
$253 ﹤0.01%
1
-2
49 50
51
52 53