TIM
Tortoise Investment Management Portfolio holdings
AUM
$1.05B
1-Year Return
9.75%
This Quarter Return
+2.58%
1 Year Return
+9.75%
3 Year Return
+30.94%
5 Year Return
+46.3%
10 Year Return
+86.51%
AUM
$278M
AUM Growth
-$1.09M
(-0.39%)
Cap. Flow
-$8.35M
Cap. Flow
% of AUM
-3%
Top 10 Holdings %
Top 10 Hldgs %
54.05%
Holding
460
New
28
Increased
59
Reduced
128
Closed
54
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$6.59M |
| 2 |
iShares Core MSCI Total International Stock ETF
IXUS
|
$2.71M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$2.56M |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$2.08M |
| 5 |
Vanguard Value ETF
VTV
|
$1.72M |
Top Sells
Sector Composition
| 1 | Financials | 1.44% |
| 2 | Healthcare | 1.21% |
| 3 | Consumer Staples | 1.03% |
| 4 | Technology | 0.94% |
| 5 | Consumer Discretionary | 0.85% |
