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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
676
$2K ﹤0.01%
50
677
$2K ﹤0.01%
+465
678
$2K ﹤0.01%
231
679
$2K ﹤0.01%
53
680
$2K ﹤0.01%
50
681
$2K ﹤0.01%
200
682
$2K ﹤0.01%
+80
683
$2K ﹤0.01%
75
684
$2K ﹤0.01%
62
685
$2K ﹤0.01%
+4
686
$2K ﹤0.01%
16
687
$2K ﹤0.01%
11
688
$2K ﹤0.01%
10
689
$2K ﹤0.01%
200
690
$2K ﹤0.01%
250
691
$2K ﹤0.01%
50
692
$2K ﹤0.01%
500
693
$1K ﹤0.01%
46
694
$1K ﹤0.01%
50
695
$1K ﹤0.01%
+572
696
$1K ﹤0.01%
30
697
$1K ﹤0.01%
100
698
$1K ﹤0.01%
24
699
$1K ﹤0.01%
80
700
$1K ﹤0.01%
15
26 27
28
29 30