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
251
$154K 0.02%
2,527
252
$153K 0.02%
593
+76
253
$152K 0.02%
3,290
-726
254
$150K 0.02%
5,960
255
$149K 0.02%
885
256
$149K 0.02%
5,206
257
$148K 0.02%
853
+3
258
$143K 0.02%
2,429
+12
259
$142K 0.02%
597
+107
260
$140K 0.02%
427
+46
261
$140K 0.02%
10,000
262
$137K 0.02%
5,407
+2,000
263
$137K 0.02%
4,421
-56
264
$135K 0.02%
2,060
-369
265
$133K 0.02%
2,101
+101
266
$133K 0.02%
839
-181
267
$133K 0.02%
1,316
+348
268
$133K 0.02%
+2,922
269
$133K 0.02%
939
+349
270
$131K 0.01%
1,815
+27
271
$127K 0.01%
4,400
272
$125K 0.01%
2,000
273
$125K 0.01%
687
+621
274
$121K 0.01%
1,306
275
$120K 0.01%
6,050
-5,300
9 10
11
12 13