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
$287M
AUM Growth
+$8.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
522
New
Increased
Reduced
Closed

Top Buys

1
+$7.53M
2
+$2.03M
3
+$2.03M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.85M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.52M

Top Sells

1
+$4.33M
2
+$3.54M
3
+$3.05M
4
JQC icon
Nuveen Credit Strategies Income Fund
JQC
+$2.28M
5
NXZ
NUVEEN DIV ADV MUNI FD-2
NXZ
+$2.06M

Sector Composition

1 Financials 1.46%
2 Consumer Staples 1.18%
3 Healthcare 1.11%
4 Technology 0.91%
5 Consumer Discretionary 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$9K ﹤0.01%
225
327
$9K ﹤0.01%
+126
328
$8K ﹤0.01%
+167
329
$8K ﹤0.01%
+224
330
$8K ﹤0.01%
+61
331
$8K ﹤0.01%
100
332
$8K ﹤0.01%
79
333
$8K ﹤0.01%
70
334
$8K ﹤0.01%
2,538
+87
335
$8K ﹤0.01%
190
336
$8K ﹤0.01%
+120
337
$8K ﹤0.01%
+332
338
$8K ﹤0.01%
124
339
$8K ﹤0.01%
200
-203
340
$8K ﹤0.01%
372
341
$8K ﹤0.01%
500
342
$8K ﹤0.01%
500
343
$8K ﹤0.01%
110
-1,258
344
$8K ﹤0.01%
+420
345
$7K ﹤0.01%
162
346
$7K ﹤0.01%
445
+400
347
$7K ﹤0.01%
+152
348
$7K ﹤0.01%
+20
349
$7K ﹤0.01%
+170
350
$7K ﹤0.01%
100
12 13
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