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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
$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

Top Sells

1
+$8M
2
+$5.17M
3
+$1.5M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.44M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.31M

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
576
$5K ﹤0.01%
+48
577
$5K ﹤0.01%
+43
578
$5K ﹤0.01%
+180
579
$5K ﹤0.01%
701
580
$5K ﹤0.01%
400
581
$5K ﹤0.01%
250
582
$5K ﹤0.01%
+21
583
$5K ﹤0.01%
+31
584
$5K ﹤0.01%
+13
585
$5K ﹤0.01%
+335
586
$5K ﹤0.01%
13
587
$5K ﹤0.01%
340
588
$5K ﹤0.01%
+80
589
$5K ﹤0.01%
40
+25
590
$5K ﹤0.01%
+74
591
$5K ﹤0.01%
1,200
592
$5K ﹤0.01%
17
593
$5K ﹤0.01%
500
594
$5K ﹤0.01%
168
595
$5K ﹤0.01%
100
596
$5K ﹤0.01%
500
597
$4K ﹤0.01%
300
-30
598
$4K ﹤0.01%
127
599
$4K ﹤0.01%
+1,000
600
$4K ﹤0.01%
74
+1
22 23
24
25 26