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
$239M
AUM Growth
+$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$5.99M
2
+$2.1M
3
+$1.34M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.12M
5
NBB icon
Nuveen Taxable Municipal Income Fund
NBB
+$1.04M

Top Sells

1
+$2.2M
2
+$739K
3
+$455K
4
FGP
Ferrellgas Partners, L.P.
FGP
+$442K
5
NCU
NUVEEN (CAL) PREM INCM MUNI FD
NCU
+$351K

Sector Composition

1 Energy 4.25%
2 Financials 1.64%
3 Healthcare 1.58%
4 Technology 1.31%
5 Industrials 1.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$2K ﹤0.01%
25
377
$2K ﹤0.01%
+159
378
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33
379
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+30
380
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20
381
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+77
382
$2K ﹤0.01%
37
+4
383
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50
384
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30
385
$2K ﹤0.01%
+60
386
$2K ﹤0.01%
1,200
387
$2K ﹤0.01%
100
388
$2K ﹤0.01%
+2,000
389
$2K ﹤0.01%
+79
390
$2K ﹤0.01%
33
391
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27
-24
392
$1K ﹤0.01%
+18
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+11
394
$1K ﹤0.01%
+19
395
$1K ﹤0.01%
+35
396
$1K ﹤0.01%
+30
397
$1K ﹤0.01%
+28
398
$1K ﹤0.01%
40
399
$1K ﹤0.01%
+15
400
$1K ﹤0.01%
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17 18