TIM
Tortoise Investment Management Portfolio holdings
AUM
$1.05B
1-Year Return
9.75%
This Quarter Return
+2.08%
1 Year Return
+9.75%
3 Year Return
+30.94%
5 Year Return
+46.3%
10 Year Return
+86.51%
AUM
$250M
AUM Growth
+$11.2M
(+4.7%)
Cap. Flow
+$7.24M
Cap. Flow
% of AUM
2.9%
Top 10 Holdings %
Top 10 Hldgs %
48.05%
Holding
511
New
111
Increased
113
Reduced
68
Closed
33
Top Buys
| 1 |
Kinder Morgan
KMI
|
$4.5M |
| 2 |
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
|
$4.2M |
| 3 |
NBD
Nuveen Build Am Bond Opp Fd
NBD
|
$1.69M |
| 4 |
FAX
abrdn Asia-Pacific Income Fund
FAX
|
$1.24M |
| 5 |
Nuveen Taxable Municipal Income Fund
NBB
|
$1.15M |
Top Sells
Sector Composition
| 1 | Energy | 2.45% |
| 2 | Financials | 1.89% |
| 3 | Healthcare | 1.59% |
| 4 | Technology | 1.33% |
| 5 | Industrials | 1.24% |
