TIM

Tortoise Investment Management Portfolio holdings

AUM $1.12B
1-Year Est. Return 9.68%
This Quarter Est. Return
1 Year Est. Return
+9.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$960M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
882
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$4.71M
3
+$4.16M
4
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$3.6M
5
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$3.3M

Top Sells

1
+$4.71M
2
+$4.19M
3
+$3.61M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$2.43M
5
AAPL icon
Apple
AAPL
+$2.37M

Sector Composition

1 Financials 2.59%
2 Technology 2.12%
3 Industrials 0.64%
4 Healthcare 0.53%
5 Consumer Discretionary 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$33.4K ﹤0.01%
375
427
$33.3K ﹤0.01%
177
428
$33.1K ﹤0.01%
263
429
$32.7K ﹤0.01%
1,014
430
$32.3K ﹤0.01%
450
-400
431
$31.9K ﹤0.01%
335
432
$31.8K ﹤0.01%
40
-12
433
$31.6K ﹤0.01%
470
434
$31.5K ﹤0.01%
156
-366
435
$31.4K ﹤0.01%
1,021
436
$31.4K ﹤0.01%
10,000
437
$31.3K ﹤0.01%
158
-24
438
$31K ﹤0.01%
800
439
$30.6K ﹤0.01%
845
440
$30.3K ﹤0.01%
430
441
$30.2K ﹤0.01%
120
442
$29.7K ﹤0.01%
249
-60
443
$29.6K ﹤0.01%
1,005
444
$29.4K ﹤0.01%
703
+2
445
$29K ﹤0.01%
201
446
$28.9K ﹤0.01%
329
447
$28.6K ﹤0.01%
403
-1,540
448
$28.3K ﹤0.01%
800
449
$28.3K ﹤0.01%
906
450
$28.2K ﹤0.01%
1,460
16 17
18
19 20