TIM
Tortoise Investment Management Portfolio holdings
AUM
$1.05B
1-Year Return
9.75%
This Quarter Return
+2.97%
1 Year Return
+9.75%
3 Year Return
+30.94%
5 Year Return
+46.3%
10 Year Return
+86.51%
AUM
$295M
AUM Growth
+$7.8M
(+2.7%)
Cap. Flow
-$244K
Cap. Flow
% of AUM
-0.08%
Top 10 Holdings %
Top 10 Hldgs %
52.22%
Holding
543
New
37
Increased
53
Reduced
113
Closed
96
Top Buys
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$1.55M |
| 2 |
Invesco Taxable Municipal Bond ETF
BAB
|
+$1.34M |
| 3 |
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
+$861K |
| 4 |
iShares S&P 500 Value ETF
IVE
|
+$810K |
| 5 |
Invesco Senior Loan ETF
BKLN
|
+$408K |
Top Sells
Sector Composition
| 1 | Financials | 1.38% |
| 2 | Healthcare | 0.97% |
| 3 | Consumer Staples | 0.95% |
| 4 | Technology | 0.93% |
| 5 | Consumer Discretionary | 0.68% |
