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
176
$381K 0.03%
2,702
+420
177
$380K 0.03%
14,744
178
$368K 0.03%
3,640
+2
179
$367K 0.03%
1,700
+150
180
$354K 0.03%
8,505
181
$353K 0.03%
1,933
+40
182
$352K 0.03%
7,818
+625
183
$346K 0.03%
779
+90
184
$339K 0.03%
5,220
185
$323K 0.03%
1,063
+12
186
$320K 0.03%
936
+48
187
$311K 0.03%
10,994
+62
188
$309K 0.03%
4,755
189
$309K 0.03%
1,844
+68
190
$300K 0.03%
3,569
+63
191
$296K 0.03%
12,427
192
$294K 0.03%
1,052
+5
193
$291K 0.03%
2,833
+3
194
$290K 0.03%
6,615
-600
195
$289K 0.03%
5,366
+747
196
$286K 0.03%
3,896
+872
197
$285K 0.03%
960
+80
198
$272K 0.02%
554
-28
199
$271K 0.02%
1,862
200
$266K 0.02%
+6,196
6 7
8
9 10