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
726
$2.95K ﹤0.01%
33
727
$2.93K ﹤0.01%
44
728
$2.9K ﹤0.01%
10
729
$2.89K ﹤0.01%
170
730
$2.88K ﹤0.01%
400
731
$2.83K ﹤0.01%
120
732
$2.77K ﹤0.01%
50
733
$2.77K ﹤0.01%
18
734
$2.76K ﹤0.01%
+100
735
$2.73K ﹤0.01%
15
736
$2.7K ﹤0.01%
219
+3
737
$2.66K ﹤0.01%
9
738
$2.66K ﹤0.01%
55
739
$2.64K ﹤0.01%
21
-40
740
$2.64K ﹤0.01%
17
741
$2.59K ﹤0.01%
211
+5
742
$2.58K ﹤0.01%
214
+3
743
$2.57K ﹤0.01%
1,300
744
$2.57K ﹤0.01%
10
745
$2.57K ﹤0.01%
56
746
$2.54K ﹤0.01%
75
747
$2.54K ﹤0.01%
681
748
$2.52K ﹤0.01%
162
+3
749
$2.49K ﹤0.01%
234
-24
750
$2.48K ﹤0.01%
53
28 29
30
31 32