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
351
$66.4K 0.01%
616
352
$66K 0.01%
529
353
$65.8K 0.01%
324
+141
354
$65.5K 0.01%
5,897
-2,732
355
$65.4K 0.01%
249
356
$65K 0.01%
21,676
357
$64.8K 0.01%
1,330
+430
358
$64.7K 0.01%
100
359
$64.1K 0.01%
1,088
360
$63.9K 0.01%
1,728
361
$62K 0.01%
289
362
$60.4K 0.01%
231
363
$60.2K 0.01%
884
-150
364
$60K 0.01%
557
+2
365
$59.9K 0.01%
533
-95
366
$59.5K 0.01%
279
367
$59.5K 0.01%
950
+650
368
$58.8K 0.01%
426
369
$58.4K 0.01%
1,688
-17
370
$58.1K 0.01%
875
+1
371
$57.5K 0.01%
179
372
$57.4K 0.01%
9,810
373
$56.8K 0.01%
410
+140
374
$56.4K 0.01%
2,000
375
$56.1K 0.01%
990
-39
13 14
15
16 17