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TIM

Tortoise Investment Management Portfolio holdings

AUM $1.21B
1-Year Est. Return 13.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$216M
AUM Growth
+$34.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
370
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$3.36M
3
+$3.18M
4
FAX
abrdn Asia-Pacific Income Fund
FAX
+$2.45M
5
NBB icon
Nuveen Taxable Municipal Income Fund
NBB
+$1.97M

Top Sells

1
+$1.02M
2
+$792K
3
+$654K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$570K
5
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$556K

Sector Composition

1 Energy 3.98%
2 Financials 1.76%
3 Healthcare 1.37%
4 Technology 1.34%
5 Industrials 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$1K ﹤0.01%
20
327
$1K ﹤0.01%
16
328
$1K ﹤0.01%
50
329
$1K ﹤0.01%
+1
330
$1K ﹤0.01%
11
331
$1K ﹤0.01%
11
332
$1K ﹤0.01%
73
333
$1K ﹤0.01%
36
334
$1K ﹤0.01%
30
335
$1K ﹤0.01%
+28
336
$1K ﹤0.01%
11
337
$1K ﹤0.01%
+200
338
$1K ﹤0.01%
33
339
$1K ﹤0.01%
7
340
$1K ﹤0.01%
1
341
$1K ﹤0.01%
4
342
– –
-1,600
343
$0 ﹤0.01%
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344
$0 ﹤0.01%
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345
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346
$0 ﹤0.01%
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347
$0 ﹤0.01%
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348
– –
-200
349
$0 ﹤0.01%
+40
350
$0 ﹤0.01%
+2
11 12 13
14
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