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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
$534M
AUM Growth
+$39.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
684
New
Increased
Reduced
Closed

Top Buys

1
+$9.51M
2
+$1.22M
3
+$1.22M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.2M
5
AVES icon
Avantis Emerging Markets Value ETF
AVES
+$1.15M

Top Sells

1
+$3.1M
2
+$2.55M
3
+$1.97M
4
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$1.08M
5
VTN icon
Invesco Trust for Investment Grade New York Municipals
VTN
+$798K

Sector Composition

1 Technology 2.97%
2 Financials 1.69%
3 Consumer Discretionary 1.11%
4 Healthcare 0.68%
5 Consumer Staples 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$10K ﹤0.01%
+199
477
$10K ﹤0.01%
+106
478
$10K ﹤0.01%
1,200
479
$10K ﹤0.01%
34
480
$10K ﹤0.01%
40
481
$10K ﹤0.01%
175
482
$10K ﹤0.01%
+21
483
$10K ﹤0.01%
249
484
$10K ﹤0.01%
100
485
$10K ﹤0.01%
341
486
$10K ﹤0.01%
+100
487
$9K ﹤0.01%
98
488
$9K ﹤0.01%
200
489
$9K ﹤0.01%
24
490
$9K ﹤0.01%
304
491
$9K ﹤0.01%
100
492
$9K ﹤0.01%
552
493
$8K ﹤0.01%
50
494
$8K ﹤0.01%
200
495
$8K ﹤0.01%
61
-227
496
$8K ﹤0.01%
+38
497
$8K ﹤0.01%
70
-5
498
$8K ﹤0.01%
30
499
$8K ﹤0.01%
316
500
$8K ﹤0.01%
400
18 19
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