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
$387M
AUM Growth
+$42.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
580
New
Increased
Reduced
Closed

Top Buys

1
+$7.18M
2
+$2.5M
3
+$1.89M
4
FAX
abrdn Asia-Pacific Income Fund
FAX
+$1.25M
5
SPEM icon
State Street SPDR Portfolio Emerging Markets ETF
SPEM
+$1.19M

Top Sells

1
+$2.63M
2
+$2.55M
3
+$1.69M
4
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$1.48M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.13M

Sector Composition

1 Technology 2.14%
2 Financials 1.3%
3 Consumer Discretionary 0.74%
4 Healthcare 0.68%
5 Consumer Staples 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$11K ﹤0.01%
1,000
352
$11K ﹤0.01%
198
353
$11K ﹤0.01%
124
354
$11K ﹤0.01%
1,110
+987
355
$11K ﹤0.01%
+1,440
356
$11K ﹤0.01%
150
-100
357
$11K ﹤0.01%
65
358
$11K ﹤0.01%
102
359
$11K ﹤0.01%
95
360
$11K ﹤0.01%
549
361
$10K ﹤0.01%
55
362
$10K ﹤0.01%
+249
363
$10K ﹤0.01%
800
364
$10K ﹤0.01%
90
365
$10K ﹤0.01%
164
366
$10K ﹤0.01%
520
367
$10K ﹤0.01%
35
368
$10K ﹤0.01%
166
369
$10K ﹤0.01%
200
370
$10K ﹤0.01%
345
371
$10K ﹤0.01%
85
372
$10K ﹤0.01%
341
373
$10K ﹤0.01%
216
374
$10K ﹤0.01%
51
375
$9K ﹤0.01%
49
13 14
15
16 17