TIM
Tortoise Investment Management Portfolio holdings
AUM
$1.05B
1-Year Return
9.75%
This Quarter Return
+2.24%
1 Year Return
+9.75%
3 Year Return
+30.94%
5 Year Return
+46.3%
10 Year Return
+86.51%
AUM
$216M
AUM Growth
+$34.6M
(+19%)
Cap. Flow
+$30.8M
Cap. Flow
% of AUM
14.24%
Top 10 Holdings %
Top 10 Hldgs %
45.2%
Holding
370
New
51
Increased
60
Reduced
54
Closed
8
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$10.8M |
| 2 |
NBD
Nuveen Build Am Bond Opp Fd
NBD
|
$3.42M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$3.31M |
| 4 |
FAX
abrdn Asia-Pacific Income Fund
FAX
|
$2.52M |
| 5 |
Nuveen Taxable Municipal Income Fund
NBB
|
$2.02M |
Top Sells
Sector Composition
| 1 | Energy | 3.98% |
| 2 | Financials | 1.76% |
| 3 | Healthcare | 1.37% |
| 4 | Technology | 1.34% |
| 5 | Industrials | 1.04% |
