TIM

Tortoise Investment Management Portfolio holdings

AUM $1.12B
1-Year Est. Return 9.68%
This Quarter Est. Return
1 Year Est. Return
+9.68%
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
776
$1.94K ﹤0.01%
12
777
$1.91K ﹤0.01%
5
778
$1.85K ﹤0.01%
18
779
$1.83K ﹤0.01%
18
780
$1.81K ﹤0.01%
30
781
$1.77K ﹤0.01%
10
782
$1.75K ﹤0.01%
3
783
$1.7K ﹤0.01%
31
784
$1.68K ﹤0.01%
250
785
$1.66K ﹤0.01%
492
786
$1.65K ﹤0.01%
12
787
$1.65K ﹤0.01%
6
-2
788
$1.65K ﹤0.01%
60
789
$1.62K ﹤0.01%
+200
790
$1.58K ﹤0.01%
179
791
$1.58K ﹤0.01%
+100
792
$1.56K ﹤0.01%
29
-381
793
$1.56K ﹤0.01%
21
794
$1.53K ﹤0.01%
21
795
$1.45K ﹤0.01%
485
796
$1.44K ﹤0.01%
7
797
$1.4K ﹤0.01%
7
798
$1.38K ﹤0.01%
7
799
$1.35K ﹤0.01%
572
800
$1.33K ﹤0.01%
100
30 31
32
33 34