TIM

Tortoise Investment Management Portfolio holdings

AUM $1.05B
1-Year Est. Return 9.75%
This Quarter Est. Return
1 Year Est. Return
+9.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$571M
AUM Growth
+$56.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
799
New
Increased
Reduced
Closed

Top Buys

1
+$6.23M
2
+$5.85M
3
+$3.37M
4
TLTW icon
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
TLTW
+$2.9M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$2.73M

Top Sells

1
+$1.47M
2
+$1.4M
3
+$1.3M
4
SHYD icon
VanEck Short High Yield Muni ETF
SHYD
+$1.12M
5
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$1.05M

Sector Composition

1 Technology 2.67%
2 Financials 1.93%
3 Healthcare 0.86%
4 Consumer Discretionary 0.7%
5 Consumer Staples 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$3.96K ﹤0.01%
303
+1
627
$3.89K ﹤0.01%
101
628
$3.82K ﹤0.01%
300
629
$3.81K ﹤0.01%
58
630
$3.79K ﹤0.01%
213
631
$3.73K ﹤0.01%
100
632
$3.7K ﹤0.01%
18
633
$3.69K ﹤0.01%
332
+16
634
$3.65K ﹤0.01%
79
635
$3.63K ﹤0.01%
27
-3
636
$3.49K ﹤0.01%
102
637
$3.37K ﹤0.01%
100
638
$3.34K ﹤0.01%
113
639
$3.26K ﹤0.01%
41
640
$3.15K ﹤0.01%
38
641
$3.15K ﹤0.01%
50
642
$3.13K ﹤0.01%
17
643
$3.12K ﹤0.01%
357
644
$3K ﹤0.01%
84
645
$2.88K ﹤0.01%
25
646
$2.88K ﹤0.01%
42
647
$2.87K ﹤0.01%
284
648
$2.85K ﹤0.01%
98
649
$2.84K ﹤0.01%
150
650
$2.83K ﹤0.01%
11
+6
24 25
26
27 28