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
$424M
AUM Growth
+$36.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
635
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$4.29M
3
+$3.47M
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$1.77M
5
SHYD icon
VanEck Short High Yield Muni ETF
SHYD
+$1.69M

Top Sells

1
+$4.22M
2
+$1.33M
3
+$1.15M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.09M
5
VT icon
Vanguard Total World Stock ETF
VT
+$785K

Sector Composition

1 Technology 1.71%
2 Financials 1.61%
3 Healthcare 1.08%
4 Industrials 0.64%
5 Consumer Staples 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$10K ﹤0.01%
49
402
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403
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404
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325
405
$10K ﹤0.01%
+809
406
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306
407
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486
408
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200
409
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39
410
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90
411
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126
412
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520
413
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51
414
$10K ﹤0.01%
310
415
$10K ﹤0.01%
258
416
$9K ﹤0.01%
35
417
$9K ﹤0.01%
50
418
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300
419
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55
420
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205
421
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82
422
$9K ﹤0.01%
184
423
$9K ﹤0.01%
186
424
$9K ﹤0.01%
300
+150
425
$9K ﹤0.01%
431
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