TIM

Tortoise Investment Management Portfolio holdings

AUM $1.12B
1-Year Est. Return 9.68%
This Quarter Est. Return
1 Year Est. Return
+9.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$960M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
882
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$4.71M
3
+$4.16M
4
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$3.6M
5
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$3.3M

Top Sells

1
+$4.71M
2
+$4.19M
3
+$3.61M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$2.43M
5
AAPL icon
Apple
AAPL
+$2.37M

Sector Composition

1 Financials 2.59%
2 Technology 2.12%
3 Industrials 0.64%
4 Healthcare 0.53%
5 Consumer Discretionary 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$4.08K ﹤0.01%
6
-42
652
$3.98K ﹤0.01%
60
653
$3.94K ﹤0.01%
50
654
$3.94K ﹤0.01%
1,000
655
$3.91K ﹤0.01%
102
656
$3.75K ﹤0.01%
+200
657
$3.73K ﹤0.01%
74
658
$3.58K ﹤0.01%
681
659
$3.45K ﹤0.01%
75
660
$3.44K ﹤0.01%
20
661
$3.43K ﹤0.01%
60
662
$3.4K ﹤0.01%
200
663
$3.39K ﹤0.01%
39
664
$3.39K ﹤0.01%
39
665
$3.26K ﹤0.01%
50
666
$3.17K ﹤0.01%
300
667
$3.15K ﹤0.01%
16
668
$3.14K ﹤0.01%
100
669
$3.07K ﹤0.01%
5
-80
670
$3.07K ﹤0.01%
28
671
$3.03K ﹤0.01%
22
672
$2.99K ﹤0.01%
201
673
$2.91K ﹤0.01%
120
674
$2.9K ﹤0.01%
24
-27
675
$2.89K ﹤0.01%
30
25 26
27
28 29