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
276
$118K 0.01%
266
+13
277
$117K 0.01%
8,896
-341
278
$117K 0.01%
848
-98
279
$116K 0.01%
3,053
+1,633
280
$114K 0.01%
4,080
+629
281
$114K 0.01%
254
282
$114K 0.01%
568
283
$111K 0.01%
2,070
284
$110K 0.01%
246
-49
285
$109K 0.01%
3,500
286
$108K 0.01%
1,156
287
$108K 0.01%
+2,135
288
$105K 0.01%
1,985
289
$105K 0.01%
557
+1
290
$105K 0.01%
+1,110
291
$104K 0.01%
818
292
$104K 0.01%
2,562
-1,340
293
$103K 0.01%
710
-519
294
$102K 0.01%
432
+18
295
$102K 0.01%
822
+398
296
$102K 0.01%
981
297
$101K 0.01%
1,425
-48
298
$101K 0.01%
548
-13
299
$101K 0.01%
+1,340
300
$99.6K 0.01%
662
+85
10 11
12
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