TIM
Tortoise Investment Management Portfolio holdings
AUM
$1.05B
1-Year Return
9.75%
This Quarter Return
+4.04%
1 Year Return
+9.75%
3 Year Return
+30.94%
5 Year Return
+46.3%
10 Year Return
+86.51%
AUM
$239M
AUM Growth
+$23M
(+11%)
Cap. Flow
+$14.7M
Cap. Flow
% of AUM
6.15%
Top 10 Holdings %
Top 10 Hldgs %
47.05%
Holding
450
New
89
Increased
106
Reduced
57
Closed
13
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$6.17M |
| 2 |
VanEck Short High Yield Muni ETF
SHYD
|
$2.11M |
| 3 |
NBD
Nuveen Build Am Bond Opp Fd
NBD
|
$1.38M |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$1.12M |
| 5 |
Nuveen Taxable Municipal Income Fund
NBB
|
$1.06M |
Top Sells
Sector Composition
| 1 | Energy | 4.25% |
| 2 | Financials | 1.64% |
| 3 | Healthcare | 1.58% |
| 4 | Technology | 1.31% |
| 5 | Industrials | 1.28% |
