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
1276
$252 ﹤0.01%
15
1277
$251 ﹤0.01%
2
+1
1278
$251 ﹤0.01%
+2
1279
$248 ﹤0.01%
+2
1280
$248 ﹤0.01%
+2
1281
$247 ﹤0.01%
+3
1282
$245 ﹤0.01%
+2
1283
$244 ﹤0.01%
2
1284
$243 ﹤0.01%
1
-2
1285
$243 ﹤0.01%
+2
1286
$243 ﹤0.01%
2
+1
1287
$238 ﹤0.01%
+2
1288
$230 ﹤0.01%
+6
1289
$228 ﹤0.01%
+3
1290
$226 ﹤0.01%
+3
1291
$221 ﹤0.01%
+6
1292
$221 ﹤0.01%
+2
1293
$217 ﹤0.01%
2
+1
1294
$217 ﹤0.01%
4
-4
1295
$216 ﹤0.01%
3
-6
1296
$215 ﹤0.01%
+2
1297
$214 ﹤0.01%
2
+1
1298
$214 ﹤0.01%
+3
1299
$209 ﹤0.01%
1
-1
1300
$208 ﹤0.01%
+2
50 51
52
53 54