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
$571M
AUM Growth
+$56.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
799
New
Increased
Reduced
Closed

Top Buys

1
+$6.23M
2
+$5.85M
3
+$3.37M
4
TLTW icon
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
TLTW
+$2.9M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$2.73M

Top Sells

1
+$1.47M
2
+$1.4M
3
+$1.3M
4
SHYD icon
VanEck Short High Yield Muni ETF
SHYD
+$1.12M
5
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$1.05M

Sector Composition

1 Technology 2.67%
2 Financials 1.93%
3 Healthcare 0.86%
4 Consumer Discretionary 0.7%
5 Consumer Staples 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$33.3K 0.01%
175
377
$33K 0.01%
800
378
$32.9K 0.01%
1,060
-640
379
$32.5K 0.01%
21,000
380
$32.2K 0.01%
500
381
$31.6K 0.01%
65
-575
382
$31.6K 0.01%
149
+4
383
$31.5K 0.01%
424
384
$31.4K 0.01%
93
385
$31.3K 0.01%
440
386
$31.3K 0.01%
920
+58
387
$31.2K 0.01%
1,000
388
$30.9K 0.01%
456
389
$30.8K 0.01%
151
390
$30.8K 0.01%
124
391
$30.7K 0.01%
317
-191
392
$30.7K 0.01%
356
393
$30.6K 0.01%
940
394
$30.4K 0.01%
606
-1,330
395
$30K 0.01%
656
396
$29.9K 0.01%
3,081
397
$29.5K 0.01%
2,020
+220
398
$29.3K 0.01%
265
399
$28.9K 0.01%
53
400
$28.9K 0.01%
232
14 15
16
17 18