TIM

Tortoise Investment Management Portfolio holdings

AUM $1.05B
1-Year Est. Return 9.75%
This Quarter Est. Return
1 Year Est. Return
+9.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$295M
AUM Growth
+$7.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
543
New
Increased
Reduced
Closed

Top Buys

1 +$1.55M
2 +$1.34M
3 +$861K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$810K
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$408K

Sector Composition

1 Financials 1.38%
2 Healthcare 0.97%
3 Consumer Staples 0.95%
4 Technology 0.93%
5 Consumer Discretionary 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$9K ﹤0.01%
420
327
$9K ﹤0.01%
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328
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129
+19
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$9K ﹤0.01%
+257
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$8K ﹤0.01%
150
333
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334
$8K ﹤0.01%
70
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$8K ﹤0.01%
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$7K ﹤0.01%
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$7K ﹤0.01%
306
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$7K ﹤0.01%
246
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$7K ﹤0.01%
100
-90
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$7K ﹤0.01%
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