TIM

Tortoise Investment Management Portfolio holdings

AUM $1.12B
1-Year Est. Return 9.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$329M
AUM Growth
+$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
513
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$1.2M
3
+$726K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$676K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$599K

Top Sells

1
+$1.53M
2
+$506K
3
+$420K
4
NAN icon
Nuveen New York Quality Municipal Income Fund
NAN
+$267K
5
SHYD icon
VanEck Short High Yield Muni ETF
SHYD
+$247K

Sector Composition

1 Financials 1.79%
2 Healthcare 1.43%
3 Technology 1.22%
4 Consumer Staples 0.96%
5 Industrials 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$11K ﹤0.01%
1,000
352
$11K ﹤0.01%
120
353
$11K ﹤0.01%
446
354
$11K ﹤0.01%
420
355
$11K ﹤0.01%
372
356
$10K ﹤0.01%
211
357
$10K ﹤0.01%
93
358
$10K ﹤0.01%
150
359
$10K ﹤0.01%
128
360
$10K ﹤0.01%
100
361
$10K ﹤0.01%
215
362
$10K ﹤0.01%
85
363
$10K ﹤0.01%
394
364
$9K ﹤0.01%
375
365
$9K ﹤0.01%
328
366
$9K ﹤0.01%
161
367
$9K ﹤0.01%
50
368
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200
369
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70
370
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190
371
$9K ﹤0.01%
198
372
$9K ﹤0.01%
306
373
$9K ﹤0.01%
246
374
$9K ﹤0.01%
175
375
$9K ﹤0.01%
190
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