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
$424M
AUM Growth
+$36.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
635
New
Increased
Reduced
Closed

Top Sells

1 +$4.22M
2 +$1.33M
3 +$1.15M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.09M
5
VT icon
Vanguard Total World Stock ETF
VT
+$785K

Sector Composition

1 Technology 1.71%
2 Financials 1.61%
3 Healthcare 1.08%
4 Industrials 0.64%
5 Consumer Staples 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$9K ﹤0.01%
500
427
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-1
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+400
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+50
436
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438
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442
$8K ﹤0.01%
285
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1,593
444
$8K ﹤0.01%
100
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55
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75
447
$8K ﹤0.01%
66
448
$8K ﹤0.01%
136
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$8K ﹤0.01%
104
450
$7K ﹤0.01%
34