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
1351
$114 ﹤0.01%
7
-90
1352
$114 ﹤0.01%
+3
1353
$113 ﹤0.01%
+1
1354
$113 ﹤0.01%
+2
1355
$112 ﹤0.01%
+1
1356
$112 ﹤0.01%
+1
1357
$111 ﹤0.01%
+1
1358
$111 ﹤0.01%
10
-105
1359
$111 ﹤0.01%
+4
1360
$110 ﹤0.01%
+1
1361
$110 ﹤0.01%
5
1362
$109 ﹤0.01%
+3
1363
$109 ﹤0.01%
1
1364
$108 ﹤0.01%
+1
1365
$108 ﹤0.01%
+1
1366
$106 ﹤0.01%
+2
1367
$106 ﹤0.01%
+1
1368
$105 ﹤0.01%
+2
1369
$105 ﹤0.01%
+8
1370
$104 ﹤0.01%
+1
1371
$103 ﹤0.01%
+2
1372
$103 ﹤0.01%
+1
1373
$102 ﹤0.01%
+1
1374
$101 ﹤0.01%
+5
1375
$101 ﹤0.01%
1
53 54
55
56 57