We are live on ! Find out more
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
$344M
AUM Growth
-$79.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
627
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M
2
+$3.21M
3
+$1.91M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.61M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.55M

Top Sells

1
+$7.19M
2
+$4M
3
+$3.8M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.26M
5
NUV icon
Nuveen Municipal Value Fund
NUV
+$1.46M

Sector Composition

1 Technology 1.84%
2 Financials 1.47%
3 Healthcare 1.02%
4 Consumer Staples 0.66%
5 Consumer Discretionary 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$1K ﹤0.01%
50
-50
502
$1K ﹤0.01%
6
503
$1K ﹤0.01%
7
504
$1K ﹤0.01%
33
505
$1K ﹤0.01%
7
506
$1K ﹤0.01%
4
507
$1K ﹤0.01%
8
508
$1K ﹤0.01%
12
509
$1K ﹤0.01%
36
-381
510
$1K ﹤0.01%
145
511
$1K ﹤0.01%
+19
512
$1K ﹤0.01%
24
513
$1K ﹤0.01%
27
514
$1K ﹤0.01%
29
515
$1K ﹤0.01%
+50
516
$1K ﹤0.01%
30
517
$1K ﹤0.01%
87
518
$1K ﹤0.01%
+50
519
$1K ﹤0.01%
6
520
$1K ﹤0.01%
200
521
$1K ﹤0.01%
90
522
$1K ﹤0.01%
62
523
$1K ﹤0.01%
44
524
$1K ﹤0.01%
100
525
$1K ﹤0.01%
3
19 20
21
22 23