TIM
Tortoise Investment Management Portfolio holdings
AUM
$1.05B
1-Year Return
9.75%
This Quarter Return
+2.42%
1 Year Return
+9.75%
3 Year Return
+30.94%
5 Year Return
+46.3%
10 Year Return
+86.51%
AUM
$287M
AUM Growth
+$8.92M
(+3.2%)
Cap. Flow
+$2.3M
Cap. Flow
% of AUM
0.8%
Top 10 Holdings %
Top 10 Hldgs %
52.29%
Holding
522
New
118
Increased
77
Reduced
90
Closed
16
Top Buys
| 1 |
VanEck Short High Yield Muni ETF
SHYD
|
$7.6M |
| 2 |
NBD
Nuveen Build Am Bond Opp Fd
NBD
|
$2.1M |
| 3 |
Nuveen Municipal Credit Income Fund
NZF
|
$2.09M |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$1.86M |
| 5 |
iShares S&P 500 Value ETF
IVE
|
$1.54M |
Top Sells
Sector Composition
| 1 | Financials | 1.46% |
| 2 | Consumer Staples | 1.18% |
| 3 | Healthcare | 1.11% |
| 4 | Technology | 0.91% |
| 5 | Consumer Discretionary | 0.71% |
