We are live on ! Find out more
TIM

Tortoise Investment Management Portfolio holdings

AUM $1.21B
1-Year Est. Return 13.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.04%
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
+$7.54M
2
+$7.32M
3
+$5.78M
4
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$3.04M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$2.99M

Top Sells

1
+$2.2M
2
+$1.9M
3
+$1.31M
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$1.21M
5
NAD icon
Nuveen Quality Municipal Income Fund
NAD
+$794K

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
876
– –
-300
877
– –
-28
878
– –
-1,126
879
– –
0
880
– –
0
881
– –
0
882
– –
-68
883
– –
-1
884
– –
-14
885
– –
-200
886
– –
-26
887
– –
0
888
– –
0
889
– –
-401
890
– –
-50
891
– –
-50
892
– –
-642
893
– –
-35
894
– –
-2,301
895
– –
-185
896
– –
-200
897
– –
-1,033
898
– –
0
899
– –
0
32 33 34 35
36