TIM
Tortoise Investment Management Portfolio holdings
AUM
$1.05B
1-Year Return
9.75%
This Quarter Return
-15.76%
1 Year Return
+9.75%
3 Year Return
+30.94%
5 Year Return
+46.3%
10 Year Return
+86.51%
AUM
$344M
AUM Growth
-$79.9M
(-19%)
Cap. Flow
-$8.35M
Cap. Flow
% of AUM
-2.43%
Top 10 Holdings %
Top 10 Hldgs %
46.11%
Holding
627
New
21
Increased
61
Reduced
139
Closed
65
Top Buys
| 1 |
iShares National Muni Bond ETF
MUB
|
$4.58M |
| 2 |
iShares MBS ETF
MBB
|
$3.26M |
| 3 |
iShares Short Treasury Bond ETF
SHV
|
$1.92M |
| 4 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$1.53M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.34M |
Top Sells
Sector Composition
| 1 | Technology | 1.84% |
| 2 | Financials | 1.47% |
| 3 | Healthcare | 1.02% |
| 4 | Consumer Staples | 0.66% |
| 5 | Consumer Discretionary | 0.6% |
