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
$947M
AUM Growth
-$9.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
899
New
Increased
Reduced
Closed

Top Buys

1
+$7.21M
2
+$3.99M
3
+$3.77M
4
BTT icon
BlackRock Municipal 2030 Target Term Trust
BTT
+$3.72M
5
MTBA icon
Simplify MBS ETF
MTBA
+$1.86M

Top Sells

1
+$4.17M
2
+$2.41M
3
+$2.21M
4
TLTW icon
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
TLTW
+$1.99M
5
MBB icon
iShares MBS ETF
MBB
+$1.94M

Sector Composition

1 Technology 3.08%
2 Financials 2.46%
3 Industrials 0.65%
4 Consumer Discretionary 0.63%
5 Healthcare 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$88.6K 0.01%
846
-135
327
$88.5K 0.01%
401
+5
328
$87.9K 0.01%
2,148
329
$87.6K 0.01%
317
+49
330
$86.9K 0.01%
266
+116
331
$86.6K 0.01%
1,436
+176
332
$85.3K 0.01%
2,720
333
$85K 0.01%
1,728
334
$84.1K 0.01%
1,518
+430
335
$82K 0.01%
656
336
$80.2K 0.01%
879
337
$79.8K 0.01%
1,350
338
$79.7K 0.01%
603
339
$79.5K 0.01%
2,420
340
$78.4K 0.01%
231
341
$78.2K 0.01%
1,675
+728
342
$78.2K 0.01%
300
-30
343
$77.4K 0.01%
800
344
$76.9K 0.01%
454
-71
345
$76.8K 0.01%
1,313
+540
346
$76.6K 0.01%
831
347
$76.1K 0.01%
157
-97
348
$75.6K 0.01%
419
349
$73.9K 0.01%
1,136
-568
350
$73.5K 0.01%
1,118
+1
12 13
14
15 16