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
251
$25K 0.01%
660
+400
252
$25K 0.01%
300
253
$25K 0.01%
519
254
$25K 0.01%
475
255
$24K 0.01%
900
256
$24K 0.01%
1,021
257
$24K 0.01%
+500
258
$23K 0.01%
317
+150
259
$23K 0.01%
350
+200
260
$22K 0.01%
413
+83
261
$22K 0.01%
216
262
$22K 0.01%
259
263
$21K 0.01%
1,000
264
$21K 0.01%
609
265
$21K 0.01%
304
+175
266
$20K 0.01%
235
267
$20K 0.01%
342
268
$20K 0.01%
137
269
$20K 0.01%
3,000
270
$19K 0.01%
800
-1,000
271
$19K 0.01%
601
272
$19K 0.01%
600
273
$19K 0.01%
298
274
$19K 0.01%
1,500
275
$18K 0.01%
172
9 10
11
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