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
$424M
AUM Growth
+$36.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
635
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$4.29M
3
+$3.47M
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$1.77M
5
SHYD icon
VanEck Short High Yield Muni ETF
SHYD
+$1.69M

Top Sells

1
+$4.22M
2
+$1.33M
3
+$1.15M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.09M
5
VT icon
Vanguard Total World Stock ETF
VT
+$785K

Sector Composition

1 Technology 1.71%
2 Financials 1.61%
3 Healthcare 1.08%
4 Industrials 0.64%
5 Consumer Staples 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$12K ﹤0.01%
150
377
$12K ﹤0.01%
80
-25
378
$12K ﹤0.01%
198
379
$12K ﹤0.01%
255
-344
380
$12K ﹤0.01%
136
381
$12K ﹤0.01%
95
382
$12K ﹤0.01%
430
383
$12K ﹤0.01%
549
384
$12K ﹤0.01%
1,075
385
$11K ﹤0.01%
228
386
$11K ﹤0.01%
694
387
$11K ﹤0.01%
180
388
$11K ﹤0.01%
500
389
$11K ﹤0.01%
225
-29
390
$11K ﹤0.01%
40
391
$11K ﹤0.01%
420
392
$11K ﹤0.01%
264
393
$11K ﹤0.01%
190
394
$11K ﹤0.01%
102
395
$11K ﹤0.01%
345
396
$11K ﹤0.01%
246
397
$11K ﹤0.01%
340
398
$11K ﹤0.01%
327
399
$10K ﹤0.01%
200
+50
400
$10K ﹤0.01%
159
14 15
16
17 18