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
$510M
AUM Growth
-$30.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
760
New
Increased
Reduced
Closed

Top Buys

1 +$6.99M
2 +$5.67M
3 +$3.58M
4
MLN icon
VanEck Long Muni ETF
MLN
+$3.33M
5
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$2.18M

Top Sells

1 +$7.9M
2 +$5.13M
3 +$1.48M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.33M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.31M

Sector Composition

1 Technology 2.44%
2 Financials 1.94%
3 Consumer Discretionary 0.91%
4 Healthcare 0.76%
5 Consumer Staples 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$9K ﹤0.01%
+72
527
$9K ﹤0.01%
109
528
$9K ﹤0.01%
+650
529
$9K ﹤0.01%
204
530
$9K ﹤0.01%
147
+3
531
$9K ﹤0.01%
66
532
$9K ﹤0.01%
83
533
$9K ﹤0.01%
+500
534
$8K ﹤0.01%
320
+20
535
$8K ﹤0.01%
+200
536
$8K ﹤0.01%
40
537
$8K ﹤0.01%
757
+7
538
$8K ﹤0.01%
100
539
$8K ﹤0.01%
685
540
$8K ﹤0.01%
+75
541
$8K ﹤0.01%
21
542
$8K ﹤0.01%
100
543
$8K ﹤0.01%
+20
544
$8K ﹤0.01%
341
545
$8K ﹤0.01%
100
546
$8K ﹤0.01%
+159
547
$8K ﹤0.01%
106
548
$8K ﹤0.01%
200
549
$7K ﹤0.01%
98
550
$7K ﹤0.01%
175