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
251
$46K 0.01%
239
252
$45K 0.01%
516
-300
253
$45K 0.01%
1,045
254
$44K 0.01%
905
255
$42K 0.01%
1,200
256
$40K 0.01%
455
-59
257
$40K 0.01%
676
258
$40K 0.01%
224
259
$40K 0.01%
500
260
$39K 0.01%
259
261
$38K 0.01%
7,500
-8,000
262
$38K 0.01%
487
263
$37K 0.01%
328
-21
264
$37K 0.01%
1,691
265
$37K 0.01%
1,199
+505
266
$35K 0.01%
270
267
$35K 0.01%
378
268
$35K 0.01%
500
269
$34K 0.01%
1,133
270
$34K 0.01%
973
271
$33K 0.01%
2,340
272
$33K 0.01%
101
-100
273
$33K 0.01%
800
274
$32K 0.01%
970
275
$32K 0.01%
546
9 10
11
12 13