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
1401
$85 ﹤0.01%
+2
1402
$84 ﹤0.01%
1
1403
$84 ﹤0.01%
+3
1404
$84 ﹤0.01%
+1
1405
$83 ﹤0.01%
+1
1406
$82 ﹤0.01%
3
-13
1407
$82 ﹤0.01%
+1
1408
$81 ﹤0.01%
+1
1409
$81 ﹤0.01%
+1
1410
$81 ﹤0.01%
+1
1411
$80 ﹤0.01%
+2
1412
$80 ﹤0.01%
+1
1413
$79 ﹤0.01%
+1
1414
$78 ﹤0.01%
+1
1415
$78 ﹤0.01%
1
-22
1416
$77 ﹤0.01%
+1
1417
$77 ﹤0.01%
+1
1418
$77 ﹤0.01%
+2
1419
$76 ﹤0.01%
+1
1420
$75 ﹤0.01%
+1
1421
$75 ﹤0.01%
+2
1422
$74 ﹤0.01%
+1
1423
$74 ﹤0.01%
+2
1424
$74 ﹤0.01%
+4
1425
$73 ﹤0.01%
+1
55 56
57
58 59