Portfolio (Quarterly)
Guide ↗
Tortoise Investment Management, LLC
· CIK 0001599511| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 281 | XLP | SELECT SECTOR SPDR TR | — | 259 | $20K | 0.00% | SOLD |
| 282 | DVA | DAVITA INC | Healthcare | 152 | $20K | 0.00% | SOLD |
| 283 | CMG | CHIPOTLE MEXICAN GRILL INC | Consumer Cyclical | 511 | $20K | 0.00% | SOLD |
| 284 | INTU | INTUIT | Technology | 29 | $20K | 0.00% | SOLD |
| 285 | VVV | VALVOLINE INC | Energy | 549 | $20K | 0.00% | SOLD |
| 286 | WIW | WESTERN AST INFL LKD OPP & I | Financial Services | 2,190 | $19K | 0.00% | SOLD |
| 287 | — | ASTRAZENECA PLC | — | 253 | $19K | 0.00% | SOLD |
| 288 | VEEV | VEEVA SYS INC | Healthcare | 65 | $19K | 0.00% | SOLD |
| 289 | TTC | TORO CO | Industrials | 254 | $19K | 0.00% | SOLD |
| 290 | HOOD | ROBINHOOD MKTS INC | Financial Services | 135 | $19K | 0.00% | SOLD |
| 291 | CUT | INVESCO EXCH TRADED FD TR II | — | 650 | $19K | 0.00% | SOLD |
| 292 | PRU | PRUDENTIAL FINL INC | Financial Services | 184 | $19K | 0.00% | SOLD |
| 293 | PRFZ | INVESCO EXCHANGE TRADED FD T | — | 420 | $19K | 0.00% | SOLD |
| 294 | WDFC | WD 40 CO | Basic Materials | 96 | $19K | 0.00% | SOLD |
| 295 | AEF | ABRDN EMERGING MARKETS EX CH | Financial Services | 2,895 | $19K | 0.00% | SOLD |
| 296 | FDN | FIRST TR EXCHANGE-TRADED FD | — | 67 | $19K | 0.00% | SOLD |
| 297 | FTCS | FIRST TR EXCHANGE-TRADED FD | — | 200 | $19K | 0.00% | SOLD |
| 298 | — | FLAGSTAR FINANCIAL INC | — | 1,617 | $19K | 0.00% | SOLD |
| 299 | CAH | CARDINAL HEALTH INC | Healthcare | 118 | $19K | 0.00% | SOLD |
| 300 | CI | THE CIGNA GROUP | Healthcare | 63 | $18K | 0.00% | SOLD |
Sector Allocation
Financial Services
67.1%
Technology
17.3%
Industrials
4.5%
Healthcare
2.9%
Consumer Cyclical
2.7%
Consumer Defensive
2.5%
Communication Services
1.7%
Energy
0.9%
Utilities
0.2%