We are live on ! Find out more
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
$510M
AUM Growth
-$30.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
760
New
Increased
Reduced
Closed

Top Buys

1
+$7.01M
2
+$5.71M
3
+$3.58M
4
MLN icon
VanEck Long Muni ETF
MLN
+$3.42M
5
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$2.37M

Top Sells

1
+$8M
2
+$5.17M
3
+$1.5M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.44M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.31M

Sector Composition

1 Technology 2.44%
2 Financials 1.94%
3 Consumer Discretionary 0.91%
4 Healthcare 0.76%
5 Consumer Staples 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$3K ﹤0.01%
45
627
$3K ﹤0.01%
100
628
$3K ﹤0.01%
60
629
$3K ﹤0.01%
50
630
$3K ﹤0.01%
113
631
$3K ﹤0.01%
+163
632
$3K ﹤0.01%
+36
633
$3K ﹤0.01%
59
634
$3K ﹤0.01%
100
635
$3K ﹤0.01%
301
+1
636
$3K ﹤0.01%
118
637
$3K ﹤0.01%
98
638
$3K ﹤0.01%
100
639
$3K ﹤0.01%
92
640
$3K ﹤0.01%
357
641
$3K ﹤0.01%
485
642
$3K ﹤0.01%
38
643
$3K ﹤0.01%
102
644
$3K ﹤0.01%
+39
645
$3K ﹤0.01%
+305
646
$3K ﹤0.01%
210
647
$3K ﹤0.01%
500
648
$3K ﹤0.01%
58
649
$3K ﹤0.01%
+16
650
$3K ﹤0.01%
50
24 25
26
27 28