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
301
$99.5K 0.01%
1,800
302
$98.8K 0.01%
+715
303
$97.9K 0.01%
1,000
304
$97.6K 0.01%
869
+174
305
$97.6K 0.01%
2,453
-270
306
$97.5K 0.01%
312
-18
307
$97.3K 0.01%
176
-14
308
$97K 0.01%
637
+156
309
$95.7K 0.01%
590
-9
310
$94.7K 0.01%
1,806
311
$94.7K 0.01%
177
312
$93.5K 0.01%
213
-9
313
$92.7K 0.01%
1,135
314
$92.6K 0.01%
1,402
315
$92.2K 0.01%
209
+17
316
$91.9K 0.01%
417
-119
317
$90.7K 0.01%
194
+1
318
$90.5K 0.01%
906
319
$89K 0.01%
284
320
$87.4K 0.01%
201
-21
321
$86.5K 0.01%
827
322
$85.4K 0.01%
+1,136
323
$85.3K 0.01%
428
-55
324
$84.4K 0.01%
2,148
325
$84.3K 0.01%
1,728
+269
11 12
13
14 15