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
$287M
AUM Growth
+$8.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
522
New
Increased
Reduced
Closed

Top Buys

1
+$7.53M
2
+$2.03M
3
+$2.03M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.85M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.52M

Top Sells

1
+$4.33M
2
+$3.54M
3
+$3.05M
4
JQC icon
Nuveen Credit Strategies Income Fund
JQC
+$2.28M
5
NXZ
NUVEEN DIV ADV MUNI FD-2
NXZ
+$2.06M

Sector Composition

1 Financials 1.46%
2 Consumer Staples 1.18%
3 Healthcare 1.11%
4 Technology 0.91%
5 Consumer Discretionary 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$7K ﹤0.01%
198
352
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306
353
$7K ﹤0.01%
246
354
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248
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80
-820
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190
357
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+97
358
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+500
359
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90
360
$7K ﹤0.01%
+201
361
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362
$7K ﹤0.01%
68
363
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-46
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$7K ﹤0.01%
109
365
$7K ﹤0.01%
5
366
$7K ﹤0.01%
400
367
$6K ﹤0.01%
238
368
$6K ﹤0.01%
150
-450
369
$6K ﹤0.01%
105
370
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205
371
$6K ﹤0.01%
124
372
$6K ﹤0.01%
+200
373
$6K ﹤0.01%
96
374
$6K ﹤0.01%
240
375
$6K ﹤0.01%
+91
13 14
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