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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
$250M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
511
New
Increased
Reduced
Closed

Top Buys

1
+$4.29M
2
+$4.19M
3
+$1.65M
4
FAX
abrdn Asia-Pacific Income Fund
FAX
+$1.28M
5
NBB icon
Nuveen Taxable Municipal Income Fund
NBB
+$1.12M

Top Sells

1
+$5.19M
2
+$3.91M
3
+$1.51M
4
BABS
SPDR NUVEEN BARCLAYS BUILD AMERICA BOND ETF
BABS
+$1.21M
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$712K

Sector Composition

1 Energy 2.45%
2 Financials 1.89%
3 Healthcare 1.59%
4 Technology 1.33%
5 Industrials 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$3K ﹤0.01%
+61
402
$3K ﹤0.01%
27
403
$3K ﹤0.01%
+60
404
$3K ﹤0.01%
+120
405
$3K ﹤0.01%
178
406
$3K ﹤0.01%
+36
407
$3K ﹤0.01%
+48
408
$3K ﹤0.01%
26
409
$3K ﹤0.01%
+65
410
$3K ﹤0.01%
2
411
$2K ﹤0.01%
+25
412
$2K ﹤0.01%
+25
413
$2K ﹤0.01%
+55
414
$2K ﹤0.01%
33
415
$2K ﹤0.01%
+30
416
$2K ﹤0.01%
+44
417
$2K ﹤0.01%
+23
418
$2K ﹤0.01%
+40
419
$2K ﹤0.01%
+33
420
$2K ﹤0.01%
25
421
$2K ﹤0.01%
+30
422
$2K ﹤0.01%
+9
423
$2K ﹤0.01%
+28
424
$2K ﹤0.01%
+78
425
$2K ﹤0.01%
+20
15 16
17
18 19