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
526
$20.7K ﹤0.01%
110
527
$20.4K ﹤0.01%
550
528
$20.2K ﹤0.01%
226
529
$20.2K ﹤0.01%
206
-217
530
$20.1K ﹤0.01%
+220
531
$19.7K ﹤0.01%
512
532
$19.3K ﹤0.01%
386
-98
533
$19.2K ﹤0.01%
164
534
$19.1K ﹤0.01%
282
535
$19.1K ﹤0.01%
520
536
$19K ﹤0.01%
671
537
$18.9K ﹤0.01%
200
538
$18.9K ﹤0.01%
2,246
+25
539
$18.8K ﹤0.01%
433
540
$18.7K ﹤0.01%
85
541
$18.5K ﹤0.01%
62
+22
542
$18.5K ﹤0.01%
553
+3
543
$18.4K ﹤0.01%
430
544
$18.3K ﹤0.01%
231
+58
545
$18.2K ﹤0.01%
400
-100
546
$18.1K ﹤0.01%
442
547
$18.1K ﹤0.01%
232
548
$17.9K ﹤0.01%
165
549
$17.9K ﹤0.01%
700
550
$17.7K ﹤0.01%
146
+62
20 21
22
23 24