Tortoise Investment Management, LLC
CIK Number: 0001599511
947.24M
Market Value
779
# of Holdings
19 months
Avg. Holding Period
34.23%
Win Rate
9.78%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares Core S&... | 563.48 | +0.28% | 149.97K | -1.52% | 88.28M | 207.89 | 9.32% |
| 2 | STIP | iShares 0-5 Yea... | 102.77 | -0.68% | 462.65K | -1.04% | 46.54M | 97.89 | 4.91% |
| 3 | AVUS | Avantis U.S. Eq... | 92.69 | +0.34% | 300.48K | +6.34% | 29.13M | 78.4 | 3.07% |
| 4 | SGOV | iShares 0-3 Mon... | 100.34 | -0.32% | 280.46K | -7.89% | 28.14M | 100.3 | 2.97% |
| 5 | VGLT | Vanguard Long-T... | 57.83 | +0.38% | 452.91K | +5.79% | 25.07M | 58.83 | 2.65% |
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