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
701
$4.01K ﹤0.01%
102
702
$3.98K ﹤0.01%
351
703
$3.97K ﹤0.01%
113
704
$3.86K ﹤0.01%
50
-130
705
$3.74K ﹤0.01%
200
706
$3.63K ﹤0.01%
38
707
$3.63K ﹤0.01%
26
708
$3.63K ﹤0.01%
27
709
$3.53K ﹤0.01%
1,000
710
$3.38K ﹤0.01%
42
711
$3.32K ﹤0.01%
110
712
$3.31K ﹤0.01%
60
713
$3.28K ﹤0.01%
16
714
$3.27K ﹤0.01%
90
715
$3.26K ﹤0.01%
+225
716
$3.2K ﹤0.01%
18
717
$3.15K ﹤0.01%
2
718
$3.12K ﹤0.01%
175
719
$3.09K ﹤0.01%
116
720
$3.08K ﹤0.01%
200
721
$3.03K ﹤0.01%
26
722
$3.03K ﹤0.01%
34
723
$3.01K ﹤0.01%
7
724
$2.97K ﹤0.01%
12
725
$2.97K ﹤0.01%
28
27 28
29
30 31