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
$947M
AUM Growth
-$9.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
899
New
Increased
Reduced
Closed

Top Buys

1
+$7.21M
2
+$3.99M
3
+$3.77M
4
BTT icon
BlackRock Municipal 2030 Target Term Trust
BTT
+$3.72M
5
MTBA icon
Simplify MBS ETF
MTBA
+$1.86M

Top Sells

1
+$4.17M
2
+$2.41M
3
+$2.21M
4
TLTW icon
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
TLTW
+$1.99M
5
MBB icon
iShares MBS ETF
MBB
+$1.94M

Sector Composition

1 Technology 3.08%
2 Financials 2.46%
3 Industrials 0.65%
4 Consumer Discretionary 0.63%
5 Healthcare 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$72.6K 0.01%
790
+344
352
$72.1K 0.01%
1,275
+3
353
$72.1K 0.01%
633
+88
354
$71.7K 0.01%
249
355
$71.5K 0.01%
301
356
$71.4K 0.01%
488
+125
357
$71.3K 0.01%
1,696
358
$70.9K 0.01%
208
+92
359
$70.6K 0.01%
1,330
+630
360
$70.4K 0.01%
100
361
$70.3K 0.01%
1,459
+1
362
$70.1K 0.01%
148
+64
363
$68.8K 0.01%
386
364
$68.8K 0.01%
293
+4
365
$68.4K 0.01%
4,439
366
$68.2K 0.01%
864
+1
367
$68K 0.01%
1,330
368
$67.7K 0.01%
655
-501
369
$67.3K 0.01%
1,056
+3
370
$66.9K 0.01%
6,400
371
$66.9K 0.01%
884
372
$66.8K 0.01%
75
373
$66.8K 0.01%
203
374
$66.7K 0.01%
1,091
375
$65.1K 0.01%
400
13 14
15
16 17