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
$957M
AUM Growth
+$80.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
919
New
Increased
Reduced
Closed

Top Buys

1 +$13.5M
2 +$5.74M
3 +$4.76M
4
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$3.85M
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$3.84M

Sector Composition

1 Technology 2.86%
2 Financials 2.46%
3 Healthcare 0.68%
4 Industrials 0.63%
5 Consumer Discretionary 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$20.3K ﹤0.01%
671
552
$20.2K ﹤0.01%
430
553
$20.1K ﹤0.01%
386
554
$19.9K ﹤0.01%
164
555
$19.8K ﹤0.01%
700
556
$19.6K ﹤0.01%
520
557
$19.5K ﹤0.01%
550
558
$19.3K ﹤0.01%
1,718
+286
559
$19.2K ﹤0.01%
442
560
$19K ﹤0.01%
55
+8
561
$18.9K ﹤0.01%
400
562
$18.9K ﹤0.01%
418
-15
563
$18.7K ﹤0.01%
1,000
564
$18.3K ﹤0.01%
77
565
$18.2K ﹤0.01%
200
566
$17.8K ﹤0.01%
165
567
$17.7K ﹤0.01%
200
568
$17.5K ﹤0.01%
420
569
$17.4K ﹤0.01%
200
570
$17.4K ﹤0.01%
73
571
$17.3K ﹤0.01%
124
572
$17.2K ﹤0.01%
300
573
$17.1K ﹤0.01%
104
+1
574
$17K ﹤0.01%
500
575
$17K ﹤0.01%
49