TIM

Tortoise Investment Management Portfolio holdings

AUM $1.05B
1-Year Est. Return 9.75%
This Quarter Est. Return
1 Year Est. Return
+9.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$290M
AUM Growth
-$4.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
512
New
Increased
Reduced
Closed

Top Buys

1
+$3.76M
2
+$2.45M
3
+$2.16M
4
NBD
Nuveen Build Am Bond Opp Fd
NBD
+$1.82M
5
NXQ
NUVEEN ELECT TAX-FREE INC 2
NXQ
+$1.22M

Top Sells

1
+$8.35M
2
+$4.01M
3
+$3.57M
4
NAN icon
Nuveen New York Quality Municipal Income Fund
NAN
+$1.25M
5
SHYD icon
VanEck Short High Yield Muni ETF
SHYD
+$1.07M

Sector Composition

1 Financials 1.78%
2 Healthcare 1.02%
3 Technology 0.99%
4 Industrials 0.91%
5 Consumer Staples 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$8K ﹤0.01%
190
352
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120
353
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198
354
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306
355
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246
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$8K ﹤0.01%
+200
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190
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100
359
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500
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225
361
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167
362
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510
-1,127
363
$7K ﹤0.01%
+500
364
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220
365
$7K ﹤0.01%
70
366
$7K ﹤0.01%
+71
367
$7K ﹤0.01%
100
368
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369
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370
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280
-565
371
$7K ﹤0.01%
+200
372
$7K ﹤0.01%
+139
373
$7K ﹤0.01%
328
374
$7K ﹤0.01%
136
375
$7K ﹤0.01%
95
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