TIM

Tortoise Investment Management Portfolio holdings

AUM $1.05B
1-Year Est. Return 9.75%
This Quarter Est. Return
1 Year Est. Return
+9.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$290M
AUM Growth
-$4.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
512
New
Increased
Reduced
Closed

Top Buys

1
+$3.76M
2
+$2.45M
3
+$2.16M
4
NBD
Nuveen Build Am Bond Opp Fd
NBD
+$1.82M
5
NXQ
NUVEEN ELECT TAX-FREE INC 2
NXQ
+$1.22M

Top Sells

1
+$8.35M
2
+$4.01M
3
+$3.57M
4
NAN icon
Nuveen New York Quality Municipal Income Fund
NAN
+$1.25M
5
SHYD icon
VanEck Short High Yield Muni ETF
SHYD
+$1.07M

Sector Composition

1 Financials 1.78%
2 Healthcare 1.02%
3 Technology 0.99%
4 Industrials 0.91%
5 Consumer Staples 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$5K ﹤0.01%
66
402
$5K ﹤0.01%
109
403
$5K ﹤0.01%
100
404
$5K ﹤0.01%
104
405
$4K ﹤0.01%
500
406
$4K ﹤0.01%
48
+14
407
$4K ﹤0.01%
159
408
$4K ﹤0.01%
+1,322
409
$4K ﹤0.01%
+50
410
$4K ﹤0.01%
54
-17
411
$4K ﹤0.01%
50
412
$4K ﹤0.01%
240
413
$4K ﹤0.01%
+40
414
$4K ﹤0.01%
+300
415
$4K ﹤0.01%
+89
416
$4K ﹤0.01%
+76
417
$4K ﹤0.01%
100
418
$4K ﹤0.01%
101
419
$3K ﹤0.01%
200
420
$3K ﹤0.01%
+111
421
$3K ﹤0.01%
+45
422
$3K ﹤0.01%
+31
423
$3K ﹤0.01%
+76
424
$3K ﹤0.01%
+30
425
$3K ﹤0.01%
+18
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17
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