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
$824M
AUM Growth
+$86.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
890
New
Increased
Reduced
Closed

Top Buys

1 +$8.37M
2 +$6.39M
3 +$3.63M
4
NUW icon
Nuveen AMT-Free Municipal Value Fund
NUW
+$2.51M
5
AVUS icon
Avantis US Equity ETF
AVUS
+$2.42M

Sector Composition

1 Technology 2.58%
2 Financials 2.45%
3 Healthcare 0.75%
4 Consumer Discretionary 0.69%
5 Industrials 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$25.5K ﹤0.01%
220
477
$25.4K ﹤0.01%
+52
478
$25.4K ﹤0.01%
+431
479
$24.9K ﹤0.01%
348
480
$24.8K ﹤0.01%
+475
481
$24.8K ﹤0.01%
+188
482
$24.6K ﹤0.01%
+61
483
$24.5K ﹤0.01%
549
484
$23.9K ﹤0.01%
477
485
$23.5K ﹤0.01%
385
+189
486
$23.5K ﹤0.01%
550
+3
487
$23.5K ﹤0.01%
480
488
$23.5K ﹤0.01%
270
+115
489
$23.3K ﹤0.01%
254
490
$22.9K ﹤0.01%
500
491
$22.7K ﹤0.01%
+224
492
$22.6K ﹤0.01%
800
493
$22.5K ﹤0.01%
+82
494
$22.4K ﹤0.01%
512
495
$22.1K ﹤0.01%
408
496
$22.1K ﹤0.01%
650
497
$21.8K ﹤0.01%
550
498
$21.8K ﹤0.01%
165
499
$21.5K ﹤0.01%
85
500
$21.5K ﹤0.01%
50
+32