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
426
$38K ﹤0.01%
490
427
$37.8K ﹤0.01%
37
+7
428
$37.7K ﹤0.01%
1,000
429
$37.3K ﹤0.01%
191
430
$37.1K ﹤0.01%
500
431
$37K ﹤0.01%
960
432
$36.9K ﹤0.01%
8,355
433
$36.8K ﹤0.01%
212
434
$36.6K ﹤0.01%
131
+56
435
$36.6K ﹤0.01%
358
-70
436
$36.5K ﹤0.01%
696
+265
437
$36.4K ﹤0.01%
845
438
$36.4K ﹤0.01%
504
+1
439
$36.3K ﹤0.01%
67
-13
440
$36K ﹤0.01%
679
-31
441
$35.6K ﹤0.01%
476
442
$35.5K ﹤0.01%
480
443
$35.5K ﹤0.01%
314
444
$35.1K ﹤0.01%
+205
445
$34.7K ﹤0.01%
845
446
$34.6K ﹤0.01%
533
447
$34.5K ﹤0.01%
500
448
$34.3K ﹤0.01%
393
+169
449
$34.3K ﹤0.01%
74
+32
450
$33.9K ﹤0.01%
335
16 17
18
19 20