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
1376
$101 ﹤0.01%
+2
1377
$100 ﹤0.01%
+1
1378
$100 ﹤0.01%
1
1379
$99 ﹤0.01%
+1
1380
$99 ﹤0.01%
1
1381
$99 ﹤0.01%
+1
1382
$98 ﹤0.01%
+5
1383
$96 ﹤0.01%
+1
1384
$96 ﹤0.01%
3
1385
$96 ﹤0.01%
+1
1386
$94 ﹤0.01%
+1
1387
$94 ﹤0.01%
+1
1388
$93 ﹤0.01%
1
1389
$93 ﹤0.01%
+1
1390
$92 ﹤0.01%
+1
1391
$92 ﹤0.01%
+1
1392
$92 ﹤0.01%
1
-12
1393
$90 ﹤0.01%
+2
1394
$90 ﹤0.01%
1
1395
$89 ﹤0.01%
+1
1396
$88 ﹤0.01%
1
-5
1397
$88 ﹤0.01%
4
+1
1398
$86 ﹤0.01%
+1
1399
$86 ﹤0.01%
+1
1400
$85 ﹤0.01%
+2
54 55
56
57 58