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
$957M
AUM Growth
+$80.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
919
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$5.71M
3
+$4.68M
4
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$3.84M
5
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$3.78M

Top Sells

1
+$7.62M
2
+$3.63M
3
+$2.1M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.44M
5
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$1.33M

Sector Composition

1 Technology 2.86%
2 Financials 2.46%
3 Healthcare 0.68%
4 Industrials 0.63%
5 Consumer Discretionary 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
– –
-20
877
– –
-214
878
– –
-222
879
– –
-701
880
– –
-211
881
– –
-1,000
882
– –
-2,000
883
– –
-1,350
884
– –
-100
885
– –
-18
886
– –
-17
887
– –
-25
888
– –
-11
889
– –
0
890
– –
-129
891
– –
0
892
– –
-170
893
– –
-900
894
– –
-10
895
– –
-654
896
– –
0
897
– –
0
898
– –
-44
899
– –
-9
900
– –
-538
33 34 35
36
37