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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
526
$5K ﹤0.01%
50
527
$5K ﹤0.01%
+100
528
$5K ﹤0.01%
106
529
$5K ﹤0.01%
30
530
$5K ﹤0.01%
61
531
$5K ﹤0.01%
59
532
$5K ﹤0.01%
48
533
$5K ﹤0.01%
52
534
$5K ﹤0.01%
25
535
$5K ﹤0.01%
102
536
$5K ﹤0.01%
220
+70
537
$5K ﹤0.01%
87
538
$5K ﹤0.01%
+30
539
$5K ﹤0.01%
18
540
$5K ﹤0.01%
+100
541
$5K ﹤0.01%
+200
542
$5K ﹤0.01%
63
543
$5K ﹤0.01%
370
544
$5K ﹤0.01%
500
545
$5K ﹤0.01%
500
546
$4K ﹤0.01%
+100
547
$4K ﹤0.01%
23
548
$4K ﹤0.01%
70
+7
549
$4K ﹤0.01%
200
550
$4K ﹤0.01%
100
20 21
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