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
$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
626
$10.1K ﹤0.01%
55
627
$10K ﹤0.01%
102
628
$9.96K ﹤0.01%
1,593
629
$9.91K ﹤0.01%
1,200
630
$9.8K ﹤0.01%
1,000
631
$9.71K ﹤0.01%
700
632
$9.65K ﹤0.01%
73
633
$9.55K ﹤0.01%
121
634
$9.47K ﹤0.01%
89
635
$9.44K ﹤0.01%
200
-25
636
$9.39K ﹤0.01%
23
637
$9.27K ﹤0.01%
40
638
$9.18K ﹤0.01%
153
639
$9.1K ﹤0.01%
214
640
$9.09K ﹤0.01%
52
641
$9.09K ﹤0.01%
320
-740
642
$9.06K ﹤0.01%
168
643
$9.04K ﹤0.01%
200
644
$8.79K ﹤0.01%
200
645
$8.46K ﹤0.01%
+654
646
$8.46K ﹤0.01%
35
647
$8.43K ﹤0.01%
935
648
$8.38K ﹤0.01%
250
649
$8.35K ﹤0.01%
129
650
$8.33K ﹤0.01%
859
+20
24 25
26
27 28