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
801
$1.33K ﹤0.01%
1,000
802
$1.3K ﹤0.01%
200
803
$1.28K ﹤0.01%
8
804
$1.28K ﹤0.01%
100
805
$1.24K ﹤0.01%
5
806
$1.23K ﹤0.01%
5
807
$1.22K ﹤0.01%
265
808
$1.17K ﹤0.01%
28
809
$1.13K ﹤0.01%
20
810
$1.1K ﹤0.01%
24
811
$1.02K ﹤0.01%
+300
812
$999 ﹤0.01%
+18
813
$995 ﹤0.01%
21
814
$977 ﹤0.01%
10
-303
815
$948 ﹤0.01%
42
816
$944 ﹤0.01%
20
817
$882 ﹤0.01%
+14
818
$872 ﹤0.01%
11
819
$872 ﹤0.01%
525
820
$860 ﹤0.01%
12
821
$832 ﹤0.01%
20
-14
822
$804 ﹤0.01%
8
823
$782 ﹤0.01%
11
824
$772 ﹤0.01%
2
825
$705 ﹤0.01%
5
31 32
33
34 35