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
$388M
AUM Growth
-$8.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
658
New
Increased
Reduced
Closed

Top Buys

1
+$8.48M
2
+$6.81M
3
+$4.28M
4
SHYD icon
VanEck Short High Yield Muni ETF
SHYD
+$1.02M
5
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$828K

Top Sells

1
+$6.19M
2
+$2.59M
3
+$2.2M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.69M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.4M

Sector Composition

1 Financials 1.65%
2 Technology 1.58%
3 Healthcare 0.92%
4 Consumer Discretionary 0.73%
5 Consumer Staples 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$30K 0.01%
221
277
$29K 0.01%
1,113
278
$29K 0.01%
970
279
$29K 0.01%
546
280
$28K 0.01%
3,181
281
$28K 0.01%
800
282
$27K 0.01%
186
283
$27K 0.01%
150
284
$27K 0.01%
189
-35
285
$27K 0.01%
2,000
286
$27K 0.01%
519
287
$26K 0.01%
738
288
$26K 0.01%
94
289
$26K 0.01%
640
290
$26K 0.01%
494
291
$25K 0.01%
599
292
$25K 0.01%
480
293
$25K 0.01%
500
294
$25K 0.01%
263
295
$25K 0.01%
342
296
$23K 0.01%
210
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$23K 0.01%
403
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298
$23K 0.01%
777
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299
$23K 0.01%
418
300
$23K 0.01%
260
+69
10 11
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