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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
$382M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
654
New
Increased
Reduced
Closed

Top Buys

1
+$6.08M
2
+$2.54M
3
+$1.49M
4
SHYD icon
VanEck Short High Yield Muni ETF
SHYD
+$1.04M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$810K

Top Sells

1
+$17.7M
2
+$6.95M
3
+$2.96M
4
HIO
Western Asset High Income Opportunity Fund
HIO
+$1.63M
5
BBN icon
BlackRock Taxable Municipal Bond Trust
BBN
+$1.56M

Sector Composition

1 Financials 1.56%
2 Technology 1.39%
3 Healthcare 1.1%
4 Industrials 0.78%
5 Consumer Discretionary 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$14K ﹤0.01%
85
377
$14K ﹤0.01%
372
378
$14K ﹤0.01%
174
379
$13K ﹤0.01%
1,002
380
$13K ﹤0.01%
800
381
$13K ﹤0.01%
1,401
382
$13K ﹤0.01%
234
+59
383
$13K ﹤0.01%
200
384
$12K ﹤0.01%
150
385
$12K ﹤0.01%
+268
386
$12K ﹤0.01%
1,000
387
$12K ﹤0.01%
809
388
$12K ﹤0.01%
500
389
$12K ﹤0.01%
40
390
$12K ﹤0.01%
456
391
$12K ﹤0.01%
348
392
$12K ﹤0.01%
102
393
$12K ﹤0.01%
327
394
$12K ﹤0.01%
167
395
$12K ﹤0.01%
160
396
$11K ﹤0.01%
48
397
$11K ﹤0.01%
67
398
$11K ﹤0.01%
345
399
$11K ﹤0.01%
420
400
$11K ﹤0.01%
264
14 15
16
17 18