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
1501
$44 ﹤0.01%
+1
1502
$43 ﹤0.01%
+2
1503
$43 ﹤0.01%
2
1504
$43 ﹤0.01%
+1
1505
$42 ﹤0.01%
+1
1506
$41 ﹤0.01%
+1
1507
$41 ﹤0.01%
+1
1508
$41 ﹤0.01%
+3
1509
$40 ﹤0.01%
+2
1510
$40 ﹤0.01%
+1
1511
$38 ﹤0.01%
+4
1512
$38 ﹤0.01%
+2
1513
$38 ﹤0.01%
+3
1514
$38 ﹤0.01%
+1
1515
$38 ﹤0.01%
+2
1516
$36 ﹤0.01%
+1
1517
$35 ﹤0.01%
+1
1518
$35 ﹤0.01%
+2
1519
$34 ﹤0.01%
+1
1520
$33 ﹤0.01%
+1
1521
$32 ﹤0.01%
+1
1522
$32 ﹤0.01%
+1
1523
$30 ﹤0.01%
+1
1524
$30 ﹤0.01%
+1
1525
$30 ﹤0.01%
+1
59 60
61
62 63