TIM

Tortoise Investment Management Portfolio holdings

AUM $1.14B
1-Year Est. Return 13.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$287M
AUM Growth
+$8.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
522
New
Increased
Reduced
Closed

Top Buys

1
+$7.53M
2
+$2.03M
3
+$2.03M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.85M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.52M

Top Sells

1
+$4.33M
2
+$3.54M
3
+$3.05M
4
JQC icon
Nuveen Credit Strategies Income Fund
JQC
+$2.28M
5
NXZ
NUVEEN DIV ADV MUNI FD-2
NXZ
+$2.06M

Sector Composition

1 Financials 1.46%
2 Consumer Staples 1.18%
3 Healthcare 1.11%
4 Technology 0.91%
5 Consumer Discretionary 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$4K ﹤0.01%
+42
402
$4K ﹤0.01%
123
403
$4K ﹤0.01%
100
404
$4K ﹤0.01%
+67
405
$4K ﹤0.01%
+48
406
$4K ﹤0.01%
+200
407
$4K ﹤0.01%
+104
408
$4K ﹤0.01%
53
409
$4K ﹤0.01%
+500
410
$4K ﹤0.01%
+100
411
$4K ﹤0.01%
+85
412
$4K ﹤0.01%
130
-332
413
$4K ﹤0.01%
79
414
$4K ﹤0.01%
64
-510
415
$4K ﹤0.01%
100
416
$4K ﹤0.01%
+54
417
$4K ﹤0.01%
+500
418
$3K ﹤0.01%
+66
419
$3K ﹤0.01%
+150
420
$3K ﹤0.01%
+20
421
$3K ﹤0.01%
+524
422
$3K ﹤0.01%
250
423
$3K ﹤0.01%
200
424
$3K ﹤0.01%
+1,370
425
$3K ﹤0.01%
+58
15 16
17
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