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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
$349M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
578
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$1.78M
3
+$1.47M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$862K
5
VT icon
Vanguard Total World Stock ETF
VT
+$750K

Top Sells

1
+$1.2M
2
+$684K
3
+$642K
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$536K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$446K

Sector Composition

1 Financials 1.9%
2 Healthcare 1.4%
3 Technology 1.3%
4 Industrials 0.94%
5 Consumer Staples 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$1K ﹤0.01%
+8
552
$1K ﹤0.01%
45
553
$1K ﹤0.01%
+11
554
$1K ﹤0.01%
+28
555
$1K ﹤0.01%
+529
556
$0 ﹤0.01%
2
557
$0 ﹤0.01%
2
-20
558
– –
-85
559
$0 ﹤0.01%
6
560
$0 ﹤0.01%
2
561
– –
-800
562
$0 ﹤0.01%
12
563
$0 ﹤0.01%
1
564
– –
-18
565
– –
-150
566
$0 ﹤0.01%
+4
567
$0 ﹤0.01%
2
568
$0 ﹤0.01%
12
569
$0 ﹤0.01%
100
570
– –
-180
571
$0 ﹤0.01%
2
572
– –
-162
573
$0 ﹤0.01%
6
574
– –
-850
575
$0 ﹤0.01%
4
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