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
$424M
AUM Growth
+$36.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
635
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$4.29M
3
+$3.47M
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$1.77M
5
SHYD icon
VanEck Short High Yield Muni ETF
SHYD
+$1.69M

Top Sells

1
+$4.22M
2
+$1.33M
3
+$1.15M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.09M
5
VT icon
Vanguard Total World Stock ETF
VT
+$785K

Sector Composition

1 Technology 1.71%
2 Financials 1.61%
3 Healthcare 1.08%
4 Industrials 0.64%
5 Consumer Staples 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$63K 0.01%
1,500
227
$61K 0.01%
1,670
228
$61K 0.01%
1,104
-250
229
$61K 0.01%
716
230
$60K 0.01%
842
231
$60K 0.01%
2,327
232
$59K 0.01%
333
+100
233
$58K 0.01%
628
234
$58K 0.01%
3,638
235
$57K 0.01%
848
236
$57K 0.01%
443
237
$57K 0.01%
670
238
$56K 0.01%
1,400
239
$56K 0.01%
306
240
$54K 0.01%
608
241
$53K 0.01%
928
242
$52K 0.01%
665
-135
243
$51K 0.01%
1,445
244
$51K 0.01%
950
245
$51K 0.01%
137
246
$50K 0.01%
1,050
-220
247
$48K 0.01%
200
248
$48K 0.01%
243
249
$46K 0.01%
296
250
$46K 0.01%
199
8 9
10
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