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
676
$5.76K ﹤0.01%
+50
677
$5.57K ﹤0.01%
50
678
$5.41K ﹤0.01%
30
679
$5.37K ﹤0.01%
14
680
$5.36K ﹤0.01%
496
+11
681
$5.27K ﹤0.01%
13
682
$5.19K ﹤0.01%
341
683
$5.13K ﹤0.01%
39
684
$5.03K ﹤0.01%
701
685
$4.95K ﹤0.01%
104
686
$4.95K ﹤0.01%
6
687
$4.93K ﹤0.01%
130
688
$4.85K ﹤0.01%
171
689
$4.74K ﹤0.01%
3,000
690
$4.73K ﹤0.01%
457
691
$4.71K ﹤0.01%
+89
692
$4.68K ﹤0.01%
100
693
$4.67K ﹤0.01%
45
694
$4.45K ﹤0.01%
20
695
$4.36K ﹤0.01%
262
696
$4.16K ﹤0.01%
201
697
$4.15K ﹤0.01%
500
698
$4.1K ﹤0.01%
87
699
$4.04K ﹤0.01%
15
700
$4.04K ﹤0.01%
100
26 27
28
29 30