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
$364M
AUM Growth
+$2.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
588
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$1.01M
3
+$822K
4
JQC icon
Nuveen Credit Strategies Income Fund
JQC
+$784K
5
NBD
Nuveen Build Am Bond Opp Fd
NBD
+$695K

Top Sells

1
+$2.89M
2
+$2.39M
3
+$1.23M
4
NMY
Nuveen Maryland Quality Municipal Income Fund
NMY
+$646K
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$420K

Sector Composition

1 Financials 1.71%
2 Technology 1.49%
3 Healthcare 1.35%
4 Consumer Discretionary 1.04%
5 Industrials 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$13K ﹤0.01%
+1,336
377
$13K ﹤0.01%
166
378
$13K ﹤0.01%
400
379
$13K ﹤0.01%
160
380
$13K ﹤0.01%
348
381
$13K ﹤0.01%
348
382
$13K ﹤0.01%
186
383
$13K ﹤0.01%
95
384
$13K ﹤0.01%
167
385
$12K ﹤0.01%
694
386
$12K ﹤0.01%
+1,002
387
$12K ﹤0.01%
400
388
$12K ﹤0.01%
341
389
$12K ﹤0.01%
170
390
$12K ﹤0.01%
1,401
-1,285
391
$12K ﹤0.01%
420
392
$12K ﹤0.01%
85
393
$12K ﹤0.01%
126
394
$12K ﹤0.01%
632
395
$11K ﹤0.01%
174
396
$11K ﹤0.01%
1,000
397
$11K ﹤0.01%
264
398
$11K ﹤0.01%
327
399
$10K ﹤0.01%
300
400
$10K ﹤0.01%
198
14 15
16
17 18