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
$266M
AUM Growth
+$4.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
469
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$1.66M
3
+$1.52M
4
HYD icon
VanEck High Yield Muni ETF
HYD
+$1.36M
5
FAX
abrdn Asia-Pacific Income Fund
FAX
+$1.24M

Top Sells

1
+$11M
2
+$3.1M
3
+$851K
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$551K
5
NXR
NUVEEN ELECT TAX-FREE INC 3
NXR
+$312K

Sector Composition

1 Financials 1.58%
2 Healthcare 1.53%
3 Energy 1.51%
4 Technology 1.34%
5 Consumer Staples 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$6K ﹤0.01%
104
352
$6K ﹤0.01%
23
353
$5K ﹤0.01%
175
354
$5K ﹤0.01%
100
355
$5K ﹤0.01%
49
356
$5K ﹤0.01%
173
-13
357
$5K ﹤0.01%
60
-800
358
$5K ﹤0.01%
124
359
$5K ﹤0.01%
+150
360
$5K ﹤0.01%
220
361
$5K ﹤0.01%
45
362
$5K ﹤0.01%
248
363
$5K ﹤0.01%
53
364
$5K ﹤0.01%
222
365
$5K ﹤0.01%
132
366
$5K ﹤0.01%
100
367
$4K ﹤0.01%
6
368
$4K ﹤0.01%
+805
369
$4K ﹤0.01%
100
370
$4K ﹤0.01%
+39
371
$4K ﹤0.01%
52
372
$4K ﹤0.01%
140
373
$4K ﹤0.01%
200
374
$4K ﹤0.01%
200
375
$4K ﹤0.01%
110
13 14
15
16 17