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
$571M
AUM Growth
+$56.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
799
New
Increased
Reduced
Closed

Top Buys

1
+$6.23M
2
+$5.85M
3
+$3.37M
4
TLTW icon
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
TLTW
+$2.9M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$2.73M

Top Sells

1
+$1.47M
2
+$1.4M
3
+$1.3M
4
SHYD icon
VanEck Short High Yield Muni ETF
SHYD
+$1.12M
5
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$1.05M

Sector Composition

1 Technology 2.67%
2 Financials 1.93%
3 Healthcare 0.86%
4 Consumer Discretionary 0.7%
5 Consumer Staples 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$7.02K ﹤0.01%
500
577
$6.96K ﹤0.01%
97
578
$6.88K ﹤0.01%
204
579
$6.69K ﹤0.01%
316
580
$6.63K ﹤0.01%
61
581
$6.63K ﹤0.01%
38
582
$6.62K ﹤0.01%
17
583
$6.6K ﹤0.01%
80
584
$6.6K ﹤0.01%
236
-76
585
$6.58K ﹤0.01%
200
-7,275
586
$6.51K ﹤0.01%
160
587
$6.47K ﹤0.01%
341
588
$6.26K ﹤0.01%
84
589
$6.25K ﹤0.01%
200
590
$6.22K ﹤0.01%
571
+22
591
$6.15K ﹤0.01%
30
592
$6.08K ﹤0.01%
685
593
$5.93K ﹤0.01%
127
594
$5.66K ﹤0.01%
74
+24
595
$5.65K ﹤0.01%
59
596
$5.58K ﹤0.01%
168
597
$5.51K ﹤0.01%
1,200
598
$5.38K ﹤0.01%
+237
599
$5.34K ﹤0.01%
106
-100
600
$5.2K ﹤0.01%
13
22 23
24
25 26