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
826
$693 ﹤0.01%
450
827
$677 ﹤0.01%
30
828
$669 ﹤0.01%
5
829
$650 ﹤0.01%
52
830
$621 ﹤0.01%
8
831
$589 ﹤0.01%
15
832
$566 ﹤0.01%
+6
833
$551 ﹤0.01%
6
+3
834
$546 ﹤0.01%
25
835
$525 ﹤0.01%
477
-43
836
$480 ﹤0.01%
150
837
$463 ﹤0.01%
27
838
$448 ﹤0.01%
5
839
$402 ﹤0.01%
150
840
$396 ﹤0.01%
7
841
$358 ﹤0.01%
86
842
$344 ﹤0.01%
9
843
$321 ﹤0.01%
2
844
$317 ﹤0.01%
25
845
$303 ﹤0.01%
7
846
$292 ﹤0.01%
16
847
$270 ﹤0.01%
2
848
$244 ﹤0.01%
15
849
$218 ﹤0.01%
2
850
$218 ﹤0.01%
2
32 33
34
35 36