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
$151M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
358
New
Increased
Reduced
Closed

Top Buys

1
+$8.24M
2
+$7.69M
3
+$7.46M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$7.4M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$5.95M

Top Sells

No sells this quarter

Sector Composition

1 Energy 6.55%
2 Technology 2.72%
3 Financials 2.26%
4 Healthcare 1.62%
5 Real Estate 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$1K ﹤0.01%
+5
327
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+14
328
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329
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+7
333
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334
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335
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336
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345
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346
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+7
347
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348
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+26
350
$1K ﹤0.01%
+200
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