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
$877M
AUM Growth
+$53.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
899
New
Increased
Reduced
Closed

Top Buys

1
+$7.6M
2
+$7.34M
3
+$5.83M
4
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$3.05M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$3M

Top Sells

1
+$2.21M
2
+$1.91M
3
+$1.29M
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$1.21M
5
TSLA icon
Tesla
TSLA
+$876K

Sector Composition

1 Technology 2.78%
2 Financials 2.33%
3 Healthcare 0.71%
4 Industrials 0.59%
5 Consumer Discretionary 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$25.4K ﹤0.01%
220
502
$25.3K ﹤0.01%
859
+373
503
$25K ﹤0.01%
800
504
$24.4K ﹤0.01%
348
505
$24.2K ﹤0.01%
680
506
$23.9K ﹤0.01%
+700
507
$23.8K ﹤0.01%
254
508
$23.7K ﹤0.01%
549
509
$23.7K ﹤0.01%
500
510
$23K ﹤0.01%
209
+91
511
$22.9K ﹤0.01%
261
+245
512
$22.7K ﹤0.01%
192
+83
513
$22.4K ﹤0.01%
900
514
$22.2K ﹤0.01%
10,000
515
$22.1K ﹤0.01%
350
516
$21.6K ﹤0.01%
480
517
$21.6K ﹤0.01%
408
518
$21.5K ﹤0.01%
217
519
$21.2K ﹤0.01%
300
520
$21.2K ﹤0.01%
650
521
$21.2K ﹤0.01%
39
+17
522
$21K ﹤0.01%
269
523
$21K ﹤0.01%
266
524
$20.9K ﹤0.01%
220
+96
525
$20.8K ﹤0.01%
1,781
19 20
21
22 23