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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
$349M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
578
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$1.78M
3
+$1.47M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$862K
5
VT icon
Vanguard Total World Stock ETF
VT
+$750K

Top Sells

1
+$1.2M
2
+$684K
3
+$642K
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$536K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$446K

Sector Composition

1 Financials 1.9%
2 Healthcare 1.4%
3 Technology 1.3%
4 Industrials 0.94%
5 Consumer Staples 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$2K ﹤0.01%
+9
502
$2K ﹤0.01%
35
503
$2K ﹤0.01%
70
504
$2K ﹤0.01%
33
505
$2K ﹤0.01%
33
506
$2K ﹤0.01%
+100
507
$2K ﹤0.01%
50
508
$2K ﹤0.01%
+50
509
$2K ﹤0.01%
+34
510
$2K ﹤0.01%
123
511
$2K ﹤0.01%
+15
512
$2K ﹤0.01%
+75
513
$2K ﹤0.01%
+90
514
$2K ﹤0.01%
34
515
$2K ﹤0.01%
90
516
$2K ﹤0.01%
39
+19
517
$2K ﹤0.01%
+62
518
$2K ﹤0.01%
39
519
$2K ﹤0.01%
100
520
$2K ﹤0.01%
18
521
$2K ﹤0.01%
22
522
$2K ﹤0.01%
18
523
$2K ﹤0.01%
+10
524
$2K ﹤0.01%
402
525
$2K ﹤0.01%
59
+41
19 20
21
22 23