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TIM

Tortoise Investment Management Portfolio holdings

AUM $1.21B
1-Year Est. Return 13.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$455M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
605
New
Increased
Reduced
Closed

Top Buys

1
+$9.63M
2
+$3.88M
3
+$2.17M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$1.84M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.48M

Top Sells

1
+$5.16M
2
+$4.55M
3
+$4.48M
4
VRIG icon
Invesco Variable Rate Investment Grade ETF
VRIG
+$2.53M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.02M

Sector Composition

1 Technology 2.5%
2 Financials 1.6%
3 Consumer Discretionary 1.03%
4 Healthcare 0.82%
5 Industrials 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$6K ﹤0.01%
+93
477
$6K ﹤0.01%
45
-127
478
$6K ﹤0.01%
400
479
$6K ﹤0.01%
340
480
$6K ﹤0.01%
47
+3
481
$6K ﹤0.01%
100
482
$6K ﹤0.01%
165
483
$6K ﹤0.01%
225
484
$6K ﹤0.01%
23
485
$6K ﹤0.01%
200
486
$6K ﹤0.01%
48
487
$6K ﹤0.01%
30
488
$5K ﹤0.01%
300
489
$5K ﹤0.01%
25
490
$5K ﹤0.01%
+60
491
$5K ﹤0.01%
50
492
$5K ﹤0.01%
80
493
$5K ﹤0.01%
61
+3
494
$5K ﹤0.01%
30
495
$5K ﹤0.01%
+59
496
$5K ﹤0.01%
102
497
$5K ﹤0.01%
50
498
– –
0
499
$5K ﹤0.01%
200
-200
500
$5K ﹤0.01%
200
18 19
20
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