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
$424M
AUM Growth
+$36.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
635
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$4.29M
3
+$3.47M
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$1.77M
5
SHYD icon
VanEck Short High Yield Muni ETF
SHYD
+$1.69M

Top Sells

1
+$4.22M
2
+$1.33M
3
+$1.15M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.09M
5
VT icon
Vanguard Total World Stock ETF
VT
+$785K

Sector Composition

1 Technology 1.71%
2 Financials 1.61%
3 Healthcare 1.08%
4 Industrials 0.64%
5 Consumer Staples 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$20K ﹤0.01%
492
-246
327
$20K ﹤0.01%
314
+287
328
$20K ﹤0.01%
395
329
$20K ﹤0.01%
67
-27
330
$20K ﹤0.01%
254
331
$19K ﹤0.01%
170
-28
332
$19K ﹤0.01%
216
333
$19K ﹤0.01%
241
334
$19K ﹤0.01%
1,500
335
$18K ﹤0.01%
400
336
$18K ﹤0.01%
120
+25
337
$18K ﹤0.01%
325
338
$18K ﹤0.01%
53
339
$18K ﹤0.01%
209
+50
340
$17K ﹤0.01%
174
341
$17K ﹤0.01%
330
342
$17K ﹤0.01%
500
343
$17K ﹤0.01%
348
344
$17K ﹤0.01%
348
345
$17K ﹤0.01%
85
346
$17K ﹤0.01%
186
347
$16K ﹤0.01%
700
348
$16K ﹤0.01%
+650
349
$16K ﹤0.01%
628
350
$16K ﹤0.01%
300
12 13
14
15 16