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
$388M
AUM Growth
-$8.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
658
New
Increased
Reduced
Closed

Top Buys

1
+$8.48M
2
+$6.81M
3
+$4.28M
4
SHYD icon
VanEck Short High Yield Muni ETF
SHYD
+$1.02M
5
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$828K

Top Sells

1
+$6.19M
2
+$2.59M
3
+$2.2M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.69M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.4M

Sector Composition

1 Financials 1.65%
2 Technology 1.58%
3 Healthcare 0.92%
4 Consumer Discretionary 0.73%
5 Consumer Staples 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$12K ﹤0.01%
456
377
$12K ﹤0.01%
600
378
$12K ﹤0.01%
159
-175
379
$12K ﹤0.01%
549
380
$12K ﹤0.01%
1,075
381
$12K ﹤0.01%
200
382
$11K ﹤0.01%
159
383
$11K ﹤0.01%
180
384
$11K ﹤0.01%
198
385
$11K ﹤0.01%
345
386
$11K ﹤0.01%
136
387
$11K ﹤0.01%
420
388
$11K ﹤0.01%
102
389
$11K ﹤0.01%
340
390
$11K ﹤0.01%
430
391
$10K ﹤0.01%
306
392
$10K ﹤0.01%
246
393
$10K ﹤0.01%
+200
394
$10K ﹤0.01%
126
395
$10K ﹤0.01%
38
396
$10K ﹤0.01%
228
397
$10K ﹤0.01%
264
-4
398
$10K ﹤0.01%
160
399
$10K ﹤0.01%
300
400
$10K ﹤0.01%
486
14 15
16
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