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
$387M
AUM Growth
+$42.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
580
New
Increased
Reduced
Closed

Top Buys

1
+$7.18M
2
+$2.5M
3
+$1.89M
4
FAX
abrdn Asia-Pacific Income Fund
FAX
+$1.25M
5
SPEM icon
State Street SPDR Portfolio Emerging Markets ETF
SPEM
+$1.19M

Top Sells

1
+$2.63M
2
+$2.55M
3
+$1.69M
4
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$1.48M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.13M

Sector Composition

1 Technology 2.14%
2 Financials 1.3%
3 Consumer Discretionary 0.74%
4 Healthcare 0.68%
5 Consumer Staples 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$7K ﹤0.01%
104
402
$6K ﹤0.01%
640
403
$6K ﹤0.01%
30
-21
404
$6K ﹤0.01%
100
405
$6K ﹤0.01%
430
406
$6K ﹤0.01%
+165
407
$6K ﹤0.01%
694
408
$6K ﹤0.01%
262
409
$5K ﹤0.01%
31
410
$5K ﹤0.01%
55
411
$5K ﹤0.01%
40
412
$5K ﹤0.01%
23
413
$5K ﹤0.01%
217
-354
414
$5K ﹤0.01%
48
415
$5K ﹤0.01%
250
416
$5K ﹤0.01%
1,593
417
$5K ﹤0.01%
79
418
$4K ﹤0.01%
100
419
$4K ﹤0.01%
225
420
$4K ﹤0.01%
200
421
$4K ﹤0.01%
91
-148
422
$4K ﹤0.01%
418
423
$4K ﹤0.01%
30
424
$4K ﹤0.01%
200
425
$4K ﹤0.01%
7
15 16
17
18 19