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
$263M
AUM Growth
-$3.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
451
New
Increased
Reduced
Closed

Top Buys

1
+$6.72M
2
+$3.5M
3
+$2.35M
4
FAX
abrdn Asia-Pacific Income Fund
FAX
+$2.22M
5
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$2M

Top Sells

1
+$3.06M
2
+$1.05M
3
+$951K
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$593K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$434K

Sector Composition

1 Financials 1.49%
2 Healthcare 1.36%
3 Consumer Staples 1.25%
4 Energy 1.07%
5 Technology 1.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$6K ﹤0.01%
105
327
$6K ﹤0.01%
510
328
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125
329
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248
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500
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$5K ﹤0.01%
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104
336
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100
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150
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45
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49
340
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341
$5K ﹤0.01%
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342
$5K ﹤0.01%
100
343
$4K ﹤0.01%
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345
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110
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111
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$4K ﹤0.01%
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348
$4K ﹤0.01%
222
349
$4K ﹤0.01%
79
350
$4K ﹤0.01%
6
12 13
14
15 16