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TIM

Tortoise Investment Management Portfolio holdings

AUM $1.21B
1-Year Est. Return 13.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$250M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
511
New
Increased
Reduced
Closed

Top Buys

1
+$4.29M
2
+$4.19M
3
+$1.65M
4
FAX
abrdn Asia-Pacific Income Fund
FAX
+$1.28M
5
NBB icon
Nuveen Taxable Municipal Income Fund
NBB
+$1.12M

Top Sells

1
+$5.19M
2
+$3.91M
3
+$1.51M
4
BABS
SPDR NUVEEN BARCLAYS BUILD AMERICA BOND ETF
BABS
+$1.21M
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$712K

Sector Composition

1 Energy 2.45%
2 Financials 1.89%
3 Healthcare 1.59%
4 Technology 1.33%
5 Industrials 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$4K ﹤0.01%
83
-417
377
$4K ﹤0.01%
+79
378
$4K ﹤0.01%
104
379
$4K ﹤0.01%
101
380
$4K ﹤0.01%
+25
381
$4K ﹤0.01%
+17
382
$4K ﹤0.01%
140
+100
383
$3K ﹤0.01%
+35
384
$3K ﹤0.01%
+80
385
$3K ﹤0.01%
+46
386
$3K ﹤0.01%
+35
387
$3K ﹤0.01%
+50
388
$3K ﹤0.01%
33
+15
389
$3K ﹤0.01%
+48
390
$3K ﹤0.01%
46
+4
391
$3K ﹤0.01%
50
392
$3K ﹤0.01%
+180
393
$3K ﹤0.01%
+100
394
$3K ﹤0.01%
6
395
$3K ﹤0.01%
+10
396
$3K ﹤0.01%
100
397
$3K ﹤0.01%
250
398
$3K ﹤0.01%
+25
399
$3K ﹤0.01%
100
400
$3K ﹤0.01%
+30
14 15
16
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