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
$290M
AUM Growth
-$4.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
512
New
Increased
Reduced
Closed

Top Buys

1
+$3.76M
2
+$2.45M
3
+$2.16M
4
NBD
Nuveen Build Am Bond Opp Fd
NBD
+$1.82M
5
NXQ
NUVEEN ELECT TAX-FREE INC 2
NXQ
+$1.22M

Top Sells

1
+$8.35M
2
+$4.01M
3
+$3.57M
4
NAN icon
Nuveen New York Quality Municipal Income Fund
NAN
+$1.25M
5
SHYD icon
VanEck Short High Yield Muni ETF
SHYD
+$1.07M

Sector Composition

1 Financials 1.78%
2 Healthcare 1.02%
3 Technology 0.99%
4 Industrials 0.91%
5 Consumer Staples 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$34K 0.01%
900
227
$34K 0.01%
3,175
228
$34K 0.01%
306
+238
229
$33K 0.01%
230
+56
230
$32K 0.01%
1,200
231
$32K 0.01%
410
-28
232
$32K 0.01%
259
-9
233
$32K 0.01%
+1,593
234
$32K 0.01%
1,200
235
$31K 0.01%
676
236
$31K 0.01%
2,265
+2,040
237
$29K 0.01%
500
238
$29K 0.01%
500
239
$29K 0.01%
2,000
240
$28K 0.01%
1,907
241
$28K 0.01%
2,366
242
$27K 0.01%
720
+300
243
$27K 0.01%
1,165
-1,835
244
$27K 0.01%
363
+100
245
$27K 0.01%
+1,050
246
$27K 0.01%
273
247
$26K 0.01%
+546
248
$26K 0.01%
719
+350
249
$26K 0.01%
153
+84
250
$25K 0.01%
325
8 9
10
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