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
751
$2.48K ﹤0.01%
26
-5
752
$2.45K ﹤0.01%
19
-120
753
$2.42K ﹤0.01%
9
754
$2.41K ﹤0.01%
12
755
$2.4K ﹤0.01%
222
756
$2.38K ﹤0.01%
222
+5
757
$2.38K ﹤0.01%
25
758
$2.37K ﹤0.01%
22
+7
759
$2.36K ﹤0.01%
231
760
$2.36K ﹤0.01%
27
761
$2.35K ﹤0.01%
44
762
$2.35K ﹤0.01%
210
-598
763
$2.33K ﹤0.01%
34
764
$2.28K ﹤0.01%
35
765
$2.27K ﹤0.01%
19
766
$2.25K ﹤0.01%
16
767
$2.23K ﹤0.01%
42
768
$2.19K ﹤0.01%
14
769
$2.16K ﹤0.01%
9
770
$2.14K ﹤0.01%
62
771
$2.1K ﹤0.01%
50
772
$2.09K ﹤0.01%
91
773
$2.03K ﹤0.01%
11
774
$1.95K ﹤0.01%
18
775
$1.94K ﹤0.01%
25
29 30
31
32 33