TIM

Tortoise Investment Management Portfolio holdings

AUM $1.14B
1-Year Est. Return 13.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$151M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
358
New
Increased
Reduced
Closed

Top Buys

1
+$8.24M
2
+$7.69M
3
+$7.46M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$7.4M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$5.95M

Top Sells

No sells this quarter

Sector Composition

1 Energy 6.55%
2 Technology 2.72%
3 Financials 2.26%
4 Healthcare 1.62%
5 Real Estate 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$65K 0.04%
+900
127
$64K 0.04%
+1,400
128
$63K 0.04%
+3,700
129
$60K 0.04%
+3,000
130
$60K 0.04%
+1,056
131
$60K 0.04%
+5,420
132
$59K 0.04%
+1,426
133
$59K 0.04%
+2,690
134
$57K 0.04%
+4,440
135
$57K 0.04%
+1,206
136
$56K 0.04%
+1,000
137
$56K 0.04%
+800
138
$55K 0.04%
+1,312
139
$55K 0.04%
+900
140
$54K 0.04%
+1,000
141
$53K 0.04%
+1,030
142
$52K 0.03%
+840
143
$51K 0.03%
+553
144
$51K 0.03%
+1,750
145
$50K 0.03%
+1,426
146
$50K 0.03%
+1,512
147
$49K 0.03%
+1,015
148
$49K 0.03%
+715
149
$48K 0.03%
+3,520
150
$48K 0.03%
+435
4 5
6
7 8