TIM

Tortoise Investment Management Portfolio holdings

AUM $1.14B
1-Year Est. Return 13.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.59%
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 +$7.01M
2 +$5.71M
3 +$3.58M
4
MLN icon
VanEck Long Muni ETF
MLN
+$3.42M
5
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$2.37M

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
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