TIM

Tortoise Investment Management Portfolio holdings

AUM $1.05B
1-Year Est. Return 9.75%
This Quarter Est. Return
1 Year Est. Return
+9.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$151M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
358
New
Increased
Reduced
Closed

Top Buys

1 +$8.15M
2 +$7.64M
3 +$7.37M
4
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$7M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$5.98M

Top Sells

No sells this quarter

Sector Composition

1 Energy 6.55%
2 Technology 2.72%
3 Financials 2.26%
4 Healthcare 1.62%
5 Real Estate 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$10K 0.01%
+45
227
$9K 0.01%
+200
228
$9K 0.01%
+146
229
$9K 0.01%
+223
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+146
231
$9K 0.01%
+610
232
$9K 0.01%
+102
233
$9K 0.01%
+550
234
$9K 0.01%
+185
235
$9K 0.01%
+127
236
$8K 0.01%
+296
237
$8K 0.01%
+272
238
$8K 0.01%
+250
239
$8K 0.01%
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240
$8K 0.01%
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241
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242
$8K 0.01%
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243
$8K 0.01%
+300
244
$8K 0.01%
+200
245
$7K ﹤0.01%
+9
246
$7K ﹤0.01%
+115
247
$7K ﹤0.01%
+304
248
$7K ﹤0.01%
+98
249
$7K ﹤0.01%
+154
250
$7K ﹤0.01%
+71