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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
626
$1K ﹤0.01%
+25
627
$1K ﹤0.01%
15
628
$1K ﹤0.01%
62
629
$1K ﹤0.01%
23
630
$1K ﹤0.01%
7
631
$1K ﹤0.01%
30
632
$1K ﹤0.01%
75
633
$1K ﹤0.01%
+30
634
$1K ﹤0.01%
250
635
$0 ﹤0.01%
4
636
$0 ﹤0.01%
11
637
– –
-80
638
$0 ﹤0.01%
8
639
– –
-628
640
– –
-250
641
$0 ﹤0.01%
8
642
$0 ﹤0.01%
3
643
$0 ﹤0.01%
7
644
– –
0
645
– –
-2,000
646
– –
-500
647
– –
-72
648
$0 ﹤0.01%
8
649
– –
-100
650
– –
-103
24 25
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