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
$239M
AUM Growth
+$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$5.99M
2
+$2.1M
3
+$1.34M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.12M
5
NBB icon
Nuveen Taxable Municipal Income Fund
NBB
+$1.04M

Top Sells

1
+$2.2M
2
+$739K
3
+$455K
4
FGP
Ferrellgas Partners, L.P.
FGP
+$442K
5
NCU
NUVEEN (CAL) PREM INCM MUNI FD
NCU
+$351K

Sector Composition

1 Energy 4.25%
2 Financials 1.64%
3 Healthcare 1.58%
4 Technology 1.31%
5 Industrials 1.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$5K ﹤0.01%
200
352
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+100
353
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+104
354
$5K ﹤0.01%
250
355
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356
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124
357
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358
$4K ﹤0.01%
50
-2
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36
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100
361
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200
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6
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100
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+26
365
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12
+5
366
$3K ﹤0.01%
+30
367
$3K ﹤0.01%
+30
368
$3K ﹤0.01%
42
369
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+420
370
$3K ﹤0.01%
178
-758
371
$3K ﹤0.01%
2
372
$3K ﹤0.01%
+375
373
$3K ﹤0.01%
200
374
$3K ﹤0.01%
+100
375
$2K ﹤0.01%
18
13 14
15
16 17