TIM
Tortoise Investment Management Portfolio holdings
AUM
$1.12B
1-Year Est. Return
9.68%
This Fund
S&P 500
1 Year Est. Return
+9.68%
AUM
$239M
AUM Growth
+$23M
(+11%)
Holding
450
Top Buys
| 1 | +$6.17M | |
| 2 | +$2.11M | |
| 3 | +$1.38M | |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$1.12M |
| 5 |
Nuveen Taxable Municipal Income Fund
NBB
|
+$1.06M |
Top Sells
| 1 | +$2.21M | |
| 2 | +$741K | |
| 3 | +$467K | |
| 4 |
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
|
+$456K |
| 5 |
NCU
NUVEEN (CAL) PREM INCM MUNI FD
NCU
|
+$351K |
Sector Composition
| 1 | Energy | 4.25% |
| 2 | Financials | 1.64% |
| 3 | Healthcare | 1.58% |
| 4 | Technology | 1.31% |
| 5 | Industrials | 1.28% |