TIM

Tortoise Investment Management Portfolio holdings

AUM $1.05B
1-Year Est. Return 9.75%
This Quarter Est. Return
1 Year Est. Return
+9.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$877M
AUM Growth
+$53.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
899
New
Increased
Reduced
Closed

Top Buys

1
+$7.6M
2
+$7.34M
3
+$5.83M
4
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$3.05M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$3M

Top Sells

1
+$2.21M
2
+$1.91M
3
+$1.29M
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$1.21M
5
TSLA icon
Tesla
TSLA
+$876K

Sector Composition

1 Technology 2.78%
2 Financials 2.33%
3 Healthcare 0.71%
4 Industrials 0.59%
5 Consumer Discretionary 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$179K 0.02%
14,792
-7,945
227
$178K 0.02%
834
-85
228
$177K 0.02%
1,485
-200
229
$174K 0.02%
9,104
+1,184
230
$172K 0.02%
18,897
231
$172K 0.02%
1,713
+1
232
$172K 0.02%
2,135
233
$172K 0.02%
309
+4
234
$171K 0.02%
297
-342
235
$170K 0.02%
4,175
-1,085
236
$170K 0.02%
1,634
+135
237
$170K 0.02%
2,516
238
$169K 0.02%
4,767
239
$169K 0.02%
3,420
-62
240
$168K 0.02%
863
241
$168K 0.02%
4,352
+38
242
$166K 0.02%
4,042
+1,106
243
$164K 0.02%
1,129
244
$162K 0.02%
3,925
245
$162K 0.02%
608
+492
246
$159K 0.02%
875
247
$159K 0.02%
3,890
+1,125
248
$159K 0.02%
+9,300
249
$158K 0.02%
150
250
$155K 0.02%
1,285
+187
8 9
10
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