TIM

Tortoise Investment Management Portfolio holdings

AUM $1.12B
1-Year Est. Return 9.68%
This Quarter Est. Return
1 Year Est. Return
+9.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$290M
AUM Growth
-$4.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
512
New
Increased
Reduced
Closed

Top Buys

1
+$3.76M
2
+$2.45M
3
+$2.16M
4
NBD
Nuveen Build Am Bond Opp Fd
NBD
+$1.82M
5
NXQ
NUVEEN ELECT TAX-FREE INC 2
NXQ
+$1.22M

Top Sells

1
+$8.35M
2
+$4.01M
3
+$3.57M
4
NAN icon
Nuveen New York Quality Municipal Income Fund
NAN
+$1.25M
5
SHYD icon
VanEck Short High Yield Muni ETF
SHYD
+$1.07M

Sector Composition

1 Financials 1.78%
2 Healthcare 1.02%
3 Technology 0.99%
4 Industrials 0.91%
5 Consumer Staples 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$14K ﹤0.01%
142
-6,290
302
$14K ﹤0.01%
+127
303
$14K ﹤0.01%
212
-645
304
$14K ﹤0.01%
300
305
$13K ﹤0.01%
381
306
$13K ﹤0.01%
297
307
$12K ﹤0.01%
100
308
$12K ﹤0.01%
200
309
$12K ﹤0.01%
300
310
$12K ﹤0.01%
150
311
$12K ﹤0.01%
272
312
$12K ﹤0.01%
166
+42
313
$12K ﹤0.01%
350
314
$12K ﹤0.01%
+238
315
$12K ﹤0.01%
84
316
$12K ﹤0.01%
348
317
$12K ﹤0.01%
300
318
$11K ﹤0.01%
166
319
$11K ﹤0.01%
148
320
$11K ﹤0.01%
685
321
$11K ﹤0.01%
144
+79
322
$11K ﹤0.01%
+270
323
$10K ﹤0.01%
266
324
$10K ﹤0.01%
161
325
$10K ﹤0.01%
150
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