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
601
$12.8K ﹤0.01%
10
-6
602
$12.6K ﹤0.01%
116
-50
603
$12.5K ﹤0.01%
158
-112
604
$12.4K ﹤0.01%
64
+31
605
$12K ﹤0.01%
125
606
$12K ﹤0.01%
345
607
$12K ﹤0.01%
1,257
608
$11.9K ﹤0.01%
80
609
$11.9K ﹤0.01%
+135
610
$11.8K ﹤0.01%
448
-6
611
$11.6K ﹤0.01%
719
612
$11.3K ﹤0.01%
919
+21
613
$11.3K ﹤0.01%
394
+4
614
$10.9K ﹤0.01%
240
-70
615
$10.9K ﹤0.01%
160
616
$10.8K ﹤0.01%
282
-17
617
$10.7K ﹤0.01%
3,180
618
$10.6K ﹤0.01%
150
+90
619
$10.5K ﹤0.01%
941
+26
620
$10.5K ﹤0.01%
175
621
$10.5K ﹤0.01%
109
622
$10.5K ﹤0.01%
100
623
$10.4K ﹤0.01%
1,720
624
$10.2K ﹤0.01%
133
+66
625
$10.2K ﹤0.01%
100
23 24
25
26 27