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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
$263M
AUM Growth
-$3.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
451
New
Increased
Reduced
Closed

Top Buys

1
+$6.72M
2
+$3.5M
3
+$2.35M
4
FAX
abrdn Asia-Pacific Income Fund
FAX
+$2.22M
5
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$2M

Top Sells

1
+$3.06M
2
+$1.05M
3
+$951K
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$593K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$434K

Sector Composition

1 Financials 1.49%
2 Healthcare 1.36%
3 Consumer Staples 1.25%
4 Energy 1.07%
5 Technology 1.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$0 ﹤0.01%
2
402
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0
403
$0 ﹤0.01%
6
404
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-8
405
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-669
406
– –
-105
407
$0 ﹤0.01%
12
408
– –
-320
409
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-700
410
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-525
411
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-50
412
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-1,760
414
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-50
415
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-800
416
$0 ﹤0.01%
12
417
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-4,000
418
$0 ﹤0.01%
1
-59
419
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420
$0 ﹤0.01%
7
421
$0 ﹤0.01%
1
422
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-3,000
423
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-120
424
– –
0
425
$0 ﹤0.01%
10
15 16
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18 19