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
426
$24.9K ﹤0.01%
404
-19
427
$24.9K ﹤0.01%
811
-162
428
$24.8K ﹤0.01%
350
429
$24.6K ﹤0.01%
201
430
$24.3K ﹤0.01%
76
431
$24.2K ﹤0.01%
72
+2
432
$23.7K ﹤0.01%
694
433
$23.4K ﹤0.01%
2,089
434
$22.9K ﹤0.01%
4,000
435
$22.9K ﹤0.01%
220
-62
436
$22.8K ﹤0.01%
275
437
$22.8K ﹤0.01%
400
438
$22.4K ﹤0.01%
91
+10
439
$22.4K ﹤0.01%
165
440
$22.1K ﹤0.01%
300
441
$21.8K ﹤0.01%
201
442
$21.5K ﹤0.01%
200
443
$21.2K ﹤0.01%
139
444
$21.2K ﹤0.01%
301
445
$21K ﹤0.01%
165
446
$21K ﹤0.01%
245
447
$21K ﹤0.01%
4,130
448
$21K ﹤0.01%
15,000
449
$20.9K ﹤0.01%
1,536
450
$20.6K ﹤0.01%
204
16 17
18
19 20