TIM

Tortoise Investment Management Portfolio holdings

AUM $1.14B
1-Year Est. Return 13.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$278M
AUM Growth
-$1.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1
+$6.25M
2
+$2.56M
3
+$2.32M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.06M
5
VTV icon
Vanguard Value ETF
VTV
+$1.64M

Top Sells

1
+$10.3M
2
+$7.19M
3
+$2.82M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.36M
5
WOOD icon
iShares Global Timber & Forestry ETF
WOOD
+$1.31M

Sector Composition

1 Financials 1.44%
2 Healthcare 1.21%
3 Consumer Staples 1.03%
4 Technology 0.94%
5 Consumer Discretionary 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
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402
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2
404
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407
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-6,690
416
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$0 ﹤0.01%
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423
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424
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425
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-49
15 16
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