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
1451
$65 ﹤0.01%
+1
1452
$65 ﹤0.01%
+1
1453
$65 ﹤0.01%
+1
1454
$64 ﹤0.01%
+7
1455
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+1
1456
$63 ﹤0.01%
+1
1457
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+1
1458
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+1
1459
$62 ﹤0.01%
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1460
$62 ﹤0.01%
+1
1461
$60 ﹤0.01%
1
1462
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1463
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1464
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250
1465
$59 ﹤0.01%
+1
1466
$58 ﹤0.01%
+1
1467
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+3
1468
$58 ﹤0.01%
1
-1
1469
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1470
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+2
1471
$57 ﹤0.01%
+1
1472
$57 ﹤0.01%
+1
1473
$57 ﹤0.01%
+1
1474
$57 ﹤0.01%
+1
1475
$56 ﹤0.01%
+1
57 58
59
60 61