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
51
$4.62M 0.53%
39,302
-10,300
52
$4.45M 0.51%
11,372
-40
53
$4.4M 0.5%
170,252
+11,597
54
$4.13M 0.47%
231,446
-5,366
55
$4.13M 0.47%
9,235
+358
56
$4.1M 0.47%
60,736
-5,866
57
$3.96M 0.45%
67,236
+9,720
58
$3.85M 0.44%
92,773
+35,136
59
$3.8M 0.43%
35,256
+21,006
60
$3.77M 0.43%
71,933
+6,413
61
$3.63M 0.41%
62,678
+585
62
$3.62M 0.41%
46,889
-24,721
63
$3.62M 0.41%
72,155
-9,660
64
$3.47M 0.4%
165,486
+120
65
$3.37M 0.38%
52,702
+10,302
66
$3.21M 0.37%
135,560
-11,835
67
$3.2M 0.37%
166,674
-4,432
68
$3.19M 0.36%
110,756
+67,051
69
$3.11M 0.36%
39,751
-460
70
$3.04M 0.35%
84,686
+22,471
71
$3.01M 0.34%
93,951
+4,882
72
$2.95M 0.34%
257,644
-24,094
73
$2.94M 0.34%
250,502
-70,387
74
$2.77M 0.32%
47,168
-250
75
$2.71M 0.31%
27,813
-700
1 2
3
4 5