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
376
$55.6K 0.01%
738
-20
377
$55K 0.01%
1,103
-5
378
$54.5K 0.01%
386
+4
379
$54.1K 0.01%
1,000
380
$53.4K 0.01%
162
381
$52.8K 0.01%
1,271
-105
382
$52.3K 0.01%
880
383
$52.2K 0.01%
201
384
$51.8K 0.01%
3,250
385
$51.7K 0.01%
220
386
$51.1K 0.01%
419
+340
387
$50.9K 0.01%
637
388
$50.6K 0.01%
75
-290
389
$50.3K 0.01%
219
390
$49.9K 0.01%
453
+376
391
$48.4K 0.01%
125
392
$48.4K 0.01%
1,218
-753
393
$48.3K 0.01%
204
-102
394
$47.1K 0.01%
88
+36
395
$47K 0.01%
79
396
$46.9K 0.01%
+223
397
$46.7K 0.01%
183
+83
398
$46.3K 0.01%
900
399
$46.1K 0.01%
340
400
$45.4K 0.01%
557
+7
14 15
16
17 18