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
326
$82.8K 0.01%
603
327
$82.6K 0.01%
362
+33
328
$81.7K 0.01%
872
329
$81.5K 0.01%
734
-6
330
$81.1K 0.01%
385
+73
331
$79.5K 0.01%
608
+1
332
$78.8K 0.01%
2,720
333
$78.4K 0.01%
1,117
+963
334
$76.2K 0.01%
833
+452
335
$75.1K 0.01%
772
+313
336
$74.4K 0.01%
656
337
$72.7K 0.01%
311
338
$72.5K 0.01%
575
+96
339
$72.3K 0.01%
824
-36
340
$71.9K 0.01%
419
341
$71.3K 0.01%
1,126
-82
342
$70.1K 0.01%
89
+13
343
$69.8K 0.01%
489
344
$68.7K 0.01%
1,350
345
$68.5K 0.01%
800
-674
346
$68.4K 0.01%
879
-279
347
$68.2K 0.01%
1,672
+730
348
$67.6K 0.01%
1,424
-1,400
349
$67.3K 0.01%
301
350
$66.8K 0.01%
379
-64
12 13
14
15 16