TIM

Tortoise Investment Management Portfolio holdings

AUM $1.14B
1-Year Est. Return 13.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$263M
AUM Growth
-$3.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
451
New
Increased
Reduced
Closed

Top Buys

1
+$6.72M
2
+$3.5M
3
+$2.35M
4
FAX
abrdn Asia-Pacific Income Fund
FAX
+$2.22M
5
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$2M

Top Sells

1
+$3.06M
2
+$1.05M
3
+$951K
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$593K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$434K

Sector Composition

1 Financials 1.49%
2 Healthcare 1.36%
3 Consumer Staples 1.25%
4 Energy 1.07%
5 Technology 1.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$31K 0.01%
1,076
227
$31K 0.01%
1,325
+575
228
$31K 0.01%
1,160
+80
229
$29K 0.01%
+407
230
$28K 0.01%
150
231
$28K 0.01%
3,100
232
$28K 0.01%
404
-408
233
$27K 0.01%
500
-300
234
$27K 0.01%
676
235
$27K 0.01%
882
+50
236
$27K 0.01%
1,372
237
$27K 0.01%
574
238
$25K 0.01%
325
239
$25K 0.01%
256
240
$25K 0.01%
960
241
$25K 0.01%
+227
242
$25K 0.01%
273
243
$23K 0.01%
222
244
$23K 0.01%
1,200
245
$22K 0.01%
300
246
$21K 0.01%
400
247
$21K 0.01%
1,550
+550
248
$21K 0.01%
475
249
$20K 0.01%
342
250
$20K 0.01%
800
8 9
10
11 12