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
$947M
AUM Growth
-$9.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
899
New
Increased
Reduced
Closed

Top Buys

1
+$7.21M
2
+$3.99M
3
+$3.77M
4
BTT icon
BlackRock Municipal 2030 Target Term Trust
BTT
+$3.72M
5
MTBA icon
Simplify MBS ETF
MTBA
+$1.86M

Top Sells

1
+$4.17M
2
+$2.41M
3
+$2.21M
4
TLTW icon
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
TLTW
+$1.99M
5
MBB icon
iShares MBS ETF
MBB
+$1.94M

Sector Composition

1 Technology 3.08%
2 Financials 2.46%
3 Industrials 0.65%
4 Consumer Discretionary 0.63%
5 Healthcare 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$65K 0.01%
528
+2
377
$64.7K 0.01%
254
+112
378
$64.7K 0.01%
700
-210
379
$64.6K 0.01%
1,731
+755
380
$64.5K 0.01%
193
+24
381
$64.3K 0.01%
418
382
$64.2K 0.01%
8,355
383
$63.8K 0.01%
+745
384
$63.7K 0.01%
255
+110
385
$62.3K 0.01%
883
+350
386
$61.9K 0.01%
527
387
$61.7K 0.01%
535
+100
388
$61.1K 0.01%
430
+154
389
$60.3K 0.01%
735
-400
390
$59.7K 0.01%
850
+22
391
$58.9K 0.01%
85
+11
392
$58.6K 0.01%
529
393
$58.2K 0.01%
126
-10
394
$57.9K 0.01%
204
+3
395
$57.7K 0.01%
329
+143
396
$57.6K 0.01%
124
+48
397
$57.1K 0.01%
569
+5
398
$57K 0.01%
251
399
$57K 0.01%
169
400
$57K 0.01%
1,720
14 15
16
17 18