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
$364M
AUM Growth
+$2.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
588
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$1.01M
3
+$822K
4
JQC icon
Nuveen Credit Strategies Income Fund
JQC
+$784K
5
NBD
Nuveen Build Am Bond Opp Fd
NBD
+$695K

Top Sells

1
+$2.89M
2
+$2.39M
3
+$1.23M
4
NMY
Nuveen Maryland Quality Municipal Income Fund
NMY
+$646K
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$420K

Sector Composition

1 Financials 1.71%
2 Technology 1.49%
3 Healthcare 1.35%
4 Consumer Discretionary 1.04%
5 Industrials 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$35K 0.01%
+2,500
277
$35K 0.01%
500
278
$35K 0.01%
1,200
279
$34K 0.01%
519
280
$33K 0.01%
460
281
$33K 0.01%
270
-265
282
$33K 0.01%
669
283
$33K 0.01%
410
284
$32K 0.01%
400
285
$31K 0.01%
1,133
+112
286
$31K 0.01%
317
287
$31K 0.01%
600
288
$31K 0.01%
+4,437
289
$28K 0.01%
1,165
290
$28K 0.01%
348
291
$28K 0.01%
546
292
$28K 0.01%
326
-700
293
$28K 0.01%
+480
294
$27K 0.01%
200
295
$27K 0.01%
2,265
296
$27K 0.01%
+1,000
297
$27K 0.01%
2,366
298
$26K 0.01%
728
+500
299
$26K 0.01%
+270
300
$26K 0.01%
1,115
+752
10 11
12
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