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
1476
$56 ﹤0.01%
+1
1477
$56 ﹤0.01%
+1
1478
$54 ﹤0.01%
+3
1479
$53 ﹤0.01%
+5
1480
$53 ﹤0.01%
+1
1481
$53 ﹤0.01%
+1
1482
$53 ﹤0.01%
+1
1483
$53 ﹤0.01%
+1
1484
$53 ﹤0.01%
+1
1485
$53 ﹤0.01%
+1
1486
$52 ﹤0.01%
+1
1487
$52 ﹤0.01%
+4
1488
$52 ﹤0.01%
+2
1489
$52 ﹤0.01%
+1
1490
$51 ﹤0.01%
+2
1491
$51 ﹤0.01%
+1
1492
$49 ﹤0.01%
2
1493
$47 ﹤0.01%
+1
1494
$47 ﹤0.01%
+1
1495
$47 ﹤0.01%
+1
1496
$46 ﹤0.01%
+1
1497
$45 ﹤0.01%
+1
1498
$45 ﹤0.01%
+1
1499
$45 ﹤0.01%
1
-8
1500
$44 ﹤0.01%
+1
58 59
60
61 62