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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
901
– –
-44
902
– –
-270
903
– –
-440
904
– –
0
905
– –
-500
906
– –
-1,720
907
– –
-26
908
– –
-19
909
– –
-6
910
– –
-200
911
– –
-2,635
912
– –
-31
913
– –
-116
914
– –
-73
915
– –
-231
916
– –
-35
917
– –
-4,500
918
– –
0
919
– –
-10
33 34 35 36
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