TIM

Tortoise Investment Management Portfolio holdings

AUM $1.14B
1-Year Est. Return 13.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$182M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$8.78M
2
+$4.36M
3
+$2.94M
4
NMY
Nuveen Maryland Quality Municipal Income Fund
NMY
+$2.23M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.13M

Top Sells

1
+$5.47M
2
+$4.76M
3
+$3.96M
4
AAPL icon
Apple
AAPL
+$994K
5
AUNZ
WisdomTree Dreyfus Australia & New Zealand Debt Fund
AUNZ
+$862K

Sector Composition

1 Energy 4.99%
2 Financials 2.05%
3 Technology 1.63%
4 Healthcare 1.5%
5 Industrials 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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$5K ﹤0.01%
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+200
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20
+14
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299
– –
0
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$1K ﹤0.01%
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