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
651
$8.28K ﹤0.01%
+200
652
$8.24K ﹤0.01%
58
653
$8.18K ﹤0.01%
72
654
$8K ﹤0.01%
51
+1
655
$7.92K ﹤0.01%
2
656
$7.73K ﹤0.01%
571
657
$7.7K ﹤0.01%
300
658
$7.61K ﹤0.01%
95
659
$7.48K ﹤0.01%
400
660
$7.32K ﹤0.01%
748
661
$7.27K ﹤0.01%
46
+1
662
$7.17K ﹤0.01%
24
663
$7.16K ﹤0.01%
80
664
$7.05K ﹤0.01%
45
665
$6.94K ﹤0.01%
186
666
$6.68K ﹤0.01%
90
+40
667
$6.59K ﹤0.01%
634
+3
668
$6.51K ﹤0.01%
538
-92
669
$6.43K ﹤0.01%
27
670
$6.34K ﹤0.01%
30
671
$6.28K ﹤0.01%
340
672
$6.2K ﹤0.01%
11
673
$6.15K ﹤0.01%
316
674
$6.15K ﹤0.01%
184
+100
675
$5.96K ﹤0.01%
57
25 26
27
28 29