TIM
Tortoise Investment Management Portfolio holdings
AUM
$1.05B
1-Year Return
9.75%
This Quarter Return
+1.21%
1 Year Return
+9.75%
3 Year Return
+30.94%
5 Year Return
+46.3%
10 Year Return
+86.51%
AUM
$262M
AUM Growth
+$12.7M
(+5.1%)
Cap. Flow
+$10.1M
Cap. Flow
% of AUM
3.83%
Top 10 Holdings %
Top 10 Hldgs %
47.83%
Holding
507
New
28
Increased
66
Reduced
107
Closed
77
Top Buys
Top Sells
| 1 |
Invesco Taxable Municipal Bond ETF
BAB
|
$2.77M |
| 2 |
BABS
SPDR NUVEEN BARCLAYS BUILD AMERICA BOND ETF
BABS
|
$1.78M |
| 3 |
Kinder Morgan
KMI
|
$1.37M |
| 4 |
SPDR Nuveen ICE Municipal Bond ETF
TFI
|
$907K |
| 5 |
iShares National Muni Bond ETF
MUB
|
$768K |
Sector Composition
| 1 | Energy | 1.7% |
| 2 | Financials | 1.63% |
| 3 | Healthcare | 1.57% |
| 4 | Consumer Staples | 1.47% |
| 5 | Technology | 1.32% |
