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
551
$17.7K ﹤0.01%
91
-57
552
$17.5K ﹤0.01%
1,350
553
$17.5K ﹤0.01%
610
+2
554
$17.3K ﹤0.01%
371
555
$17.3K ﹤0.01%
1,000
556
$16.9K ﹤0.01%
259
+114
557
$16.8K ﹤0.01%
200
558
$16.7K ﹤0.01%
500
559
$16.6K ﹤0.01%
1,000
560
$16.5K ﹤0.01%
110
+1
561
$16.4K ﹤0.01%
73
-102
562
$16.2K ﹤0.01%
49
-30
563
$16.2K ﹤0.01%
63
-168
564
$16K ﹤0.01%
420
565
$15.9K ﹤0.01%
124
566
$15.9K ﹤0.01%
180
567
$15.7K ﹤0.01%
400
568
$15.7K ﹤0.01%
300
569
$15.7K ﹤0.01%
250
570
$15.7K ﹤0.01%
275
571
$15.6K ﹤0.01%
103
572
$15.5K ﹤0.01%
131
573
$15.4K ﹤0.01%
2,072
+140
574
$15.3K ﹤0.01%
200
575
$15.2K ﹤0.01%
28
21 22
23
24 25