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
676
$2.26K ﹤0.01%
+6
677
$2.24K ﹤0.01%
12
678
$2.21K ﹤0.01%
145
679
$2.21K ﹤0.01%
14
680
$2.2K ﹤0.01%
50
681
$2.19K ﹤0.01%
13
682
$2.16K ﹤0.01%
52
+2
683
$2.15K ﹤0.01%
75
684
$2.09K ﹤0.01%
485
685
$2.09K ﹤0.01%
+100
686
$2.09K ﹤0.01%
43
+3
687
$2.09K ﹤0.01%
9
688
$2.02K ﹤0.01%
62
689
$1.95K ﹤0.01%
28
690
$1.95K ﹤0.01%
7
691
$1.94K ﹤0.01%
27
692
$1.92K ﹤0.01%
28
693
$1.89K ﹤0.01%
500
694
$1.84K ﹤0.01%
231
695
$1.83K ﹤0.01%
80
696
$1.82K ﹤0.01%
48
697
$1.81K ﹤0.01%
20
698
$1.8K ﹤0.01%
+15
699
$1.69K ﹤0.01%
50
700
$1.68K ﹤0.01%
19
26 27
28
29 30