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
276
$31K 0.01%
408
+5
277
$31K 0.01%
186
278
$31K 0.01%
+560
279
$30K 0.01%
334
280
$30K 0.01%
460
+415
281
$30K 0.01%
728
282
$30K 0.01%
480
283
$29K 0.01%
1,113
284
$29K 0.01%
889
285
$29K 0.01%
342
286
$29K 0.01%
2,000
287
$29K 0.01%
519
288
$28K 0.01%
640
289
$27K 0.01%
500
290
$26K 0.01%
189
291
$25K 0.01%
120
292
$25K 0.01%
476
-1,536
293
$25K 0.01%
196
+96
294
$25K 0.01%
480
295
$25K 0.01%
84
296
$25K 0.01%
170
-51
297
$24K 0.01%
263
298
$24K 0.01%
255
-5
299
$24K 0.01%
410
+35
300
$23K 0.01%
210
10 11
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