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
451
$33.8K ﹤0.01%
247
+155
452
$33.6K ﹤0.01%
1,005
453
$33.5K ﹤0.01%
334
454
$33.3K ﹤0.01%
202
455
$33.2K ﹤0.01%
+182
456
$32.7K ﹤0.01%
719
+5
457
$32.7K ﹤0.01%
152
458
$32.6K ﹤0.01%
375
459
$32.5K ﹤0.01%
140
+58
460
$32.5K ﹤0.01%
970
461
$31.8K ﹤0.01%
+263
462
$31.7K ﹤0.01%
470
463
$31.7K ﹤0.01%
103
+42
464
$31.5K ﹤0.01%
960
465
$31.4K ﹤0.01%
2,210
-32
466
$31.4K ﹤0.01%
1,024
+444
467
$30.3K ﹤0.01%
125
+54
468
$30.2K ﹤0.01%
1,021
469
$30.1K ﹤0.01%
350
470
$30K ﹤0.01%
120
471
$29.9K ﹤0.01%
515
+465
472
$29.8K ﹤0.01%
20
+9
473
$29.8K ﹤0.01%
250
+141
474
$29.3K ﹤0.01%
4,439
+500
475
$29.2K ﹤0.01%
197
-157
17 18
19
20 21