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
1326
$148 ﹤0.01%
+2
1327
$147 ﹤0.01%
+2
1328
$142 ﹤0.01%
1
1329
$142 ﹤0.01%
+9
1330
$135 ﹤0.01%
+2
1331
$134 ﹤0.01%
+3
1332
$133 ﹤0.01%
2
1333
$133 ﹤0.01%
+7
1334
$131 ﹤0.01%
1
1335
$129 ﹤0.01%
2
-14
1336
$129 ﹤0.01%
+2
1337
$126 ﹤0.01%
+1
1338
$126 ﹤0.01%
+3
1339
$125 ﹤0.01%
+2
1340
$123 ﹤0.01%
1
-9
1341
$123 ﹤0.01%
3
1342
$120 ﹤0.01%
1
-119
1343
$120 ﹤0.01%
+1
1344
$119 ﹤0.01%
+2
1345
$119 ﹤0.01%
+4
1346
$117 ﹤0.01%
+1
1347
$117 ﹤0.01%
4
-27
1348
$117 ﹤0.01%
1
-1
1349
$116 ﹤0.01%
+2
1350
$115 ﹤0.01%
+2
52 53
54
55 56