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
$262M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
507
New
Increased
Reduced
Closed

Top Buys

1
+$4.68M
2
+$3.59M
3
+$1.81M
4
SHYD icon
VanEck Short High Yield Muni ETF
SHYD
+$1.47M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.44M

Top Sells

1
+$2.78M
2
+$1.78M
3
+$1.35M
4
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$908K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$769K

Sector Composition

1 Energy 1.7%
2 Financials 1.63%
3 Healthcare 1.57%
4 Consumer Staples 1.47%
5 Technology 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$9K ﹤0.01%
+100
302
$9K ﹤0.01%
422
303
$8K ﹤0.01%
+90
304
$8K ﹤0.01%
420
305
$8K ﹤0.01%
95
306
$8K ﹤0.01%
+70
307
$8K ﹤0.01%
250
308
$8K ﹤0.01%
246
309
$8K ﹤0.01%
146
310
$8K ﹤0.01%
124
311
$8K ﹤0.01%
+1,260
312
$8K ﹤0.01%
190
313
$8K ﹤0.01%
300
314
$8K ﹤0.01%
76
315
$8K ﹤0.01%
44
316
$8K ﹤0.01%
225
317
$8K ﹤0.01%
95
318
$8K ﹤0.01%
150
-140
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$7K ﹤0.01%
306
320
$7K ﹤0.01%
100
321
$7K ﹤0.01%
200
322
$7K ﹤0.01%
5
323
$6K ﹤0.01%
105
-60
324
$6K ﹤0.01%
510
325
$6K ﹤0.01%
124
11 12
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