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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
$534M
AUM Growth
+$39.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
684
New
Increased
Reduced
Closed

Top Buys

1
+$9.51M
2
+$1.22M
3
+$1.22M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.2M
5
AVES icon
Avantis Emerging Markets Value ETF
AVES
+$1.15M

Top Sells

1
+$3.1M
2
+$2.55M
3
+$1.97M
4
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$1.08M
5
VTN icon
Invesco Trust for Investment Grade New York Municipals
VTN
+$798K

Sector Composition

1 Technology 2.97%
2 Financials 1.69%
3 Consumer Discretionary 1.11%
4 Healthcare 0.68%
5 Consumer Staples 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$2K ﹤0.01%
+63
602
$2K ﹤0.01%
17
+1
603
$2K ﹤0.01%
15
604
$2K ﹤0.01%
31
605
$2K ﹤0.01%
75
606
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100
607
$2K ﹤0.01%
24
608
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27
609
$2K ﹤0.01%
+200
610
$2K ﹤0.01%
53
611
$2K ﹤0.01%
50
-20
612
$2K ﹤0.01%
50
613
$2K ﹤0.01%
10
+5
614
$2K ﹤0.01%
+10
615
$2K ﹤0.01%
+200
616
$1K ﹤0.01%
+46
617
$1K ﹤0.01%
+50
618
$1K ﹤0.01%
30
619
$1K ﹤0.01%
20
620
$1K ﹤0.01%
80
621
$1K ﹤0.01%
50
622
$1K ﹤0.01%
+19
623
$1K ﹤0.01%
+75
624
$1K ﹤0.01%
+57
625
$1K ﹤0.01%
+50
23 24
25
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