TIM

Tortoise Investment Management Portfolio holdings

AUM $1.12B
1-Year Est. Return 9.68%
This Quarter Est. Return
1 Year Est. Return
+9.68%
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
576
$14.9K ﹤0.01%
461
577
$14.8K ﹤0.01%
60
578
$14.7K ﹤0.01%
2,000
579
$14.7K ﹤0.01%
127
580
$14.6K ﹤0.01%
900
581
$14.6K ﹤0.01%
1,161
+12
582
$14.4K ﹤0.01%
370
+2
583
$14.3K ﹤0.01%
120
584
$14.2K ﹤0.01%
96
-26
585
$14.1K ﹤0.01%
308
586
$14K ﹤0.01%
77
587
$13.9K ﹤0.01%
100
588
$13.8K ﹤0.01%
130
+100
589
$13.8K ﹤0.01%
1,432
+1
590
$13.8K ﹤0.01%
47
591
$13.7K ﹤0.01%
1,281
+937
592
$13.7K ﹤0.01%
67
593
$13.7K ﹤0.01%
71
594
$13.6K ﹤0.01%
+210
595
$13.5K ﹤0.01%
183
596
$13.2K ﹤0.01%
78
-40
597
$13.1K ﹤0.01%
225
598
$12.9K ﹤0.01%
100
599
$12.8K ﹤0.01%
2,416
600
$12.8K ﹤0.01%
95
22 23
24
25 26