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
$824M
AUM Growth
+$86.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
890
New
Increased
Reduced
Closed

Top Buys

1 +$8.37M
2 +$6.39M
3 +$3.63M
4
NUW icon
Nuveen AMT-Free Municipal Value Fund
NUW
+$2.51M
5
AVUS icon
Avantis US Equity ETF
AVUS
+$2.42M

Sector Composition

1 Technology 2.58%
2 Financials 2.45%
3 Healthcare 0.75%
4 Consumer Discretionary 0.69%
5 Industrials 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$18.1K ﹤0.01%
+42
527
$18.1K ﹤0.01%
1,350
528
$17.9K ﹤0.01%
500
529
$17.6K ﹤0.01%
442
530
$17.5K ﹤0.01%
+155
531
$17.4K ﹤0.01%
300
+250
532
$17.4K ﹤0.01%
60
+9
533
$17.4K ﹤0.01%
1,000
534
$17.2K ﹤0.01%
608
+3
535
$17.1K ﹤0.01%
103
+1
536
$17.1K ﹤0.01%
200
537
$17K ﹤0.01%
433
538
$17K ﹤0.01%
461
+1
539
$17K ﹤0.01%
139
-100
540
$17K ﹤0.01%
282
+120
541
$16.9K ﹤0.01%
1,932
542
$16.8K ﹤0.01%
118
+52
543
$16.5K ﹤0.01%
420
544
$16.4K ﹤0.01%
180
545
$16.3K ﹤0.01%
95
546
$16.3K ﹤0.01%
+486
547
$16.2K ﹤0.01%
124
548
$16.2K ﹤0.01%
+580
549
$16.2K ﹤0.01%
+93
550
$16.1K ﹤0.01%
127