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
$947M
AUM Growth
-$9.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
899
New
Increased
Reduced
Closed

Top Buys

1
+$7.21M
2
+$3.99M
3
+$3.77M
4
BTT icon
BlackRock Municipal 2030 Target Term Trust
BTT
+$3.72M
5
MTBA icon
Simplify MBS ETF
MTBA
+$1.86M

Top Sells

1
+$4.17M
2
+$2.41M
3
+$2.21M
4
TLTW icon
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
TLTW
+$1.99M
5
MBB icon
iShares MBS ETF
MBB
+$1.94M

Sector Composition

1 Technology 3.08%
2 Financials 2.46%
3 Industrials 0.65%
4 Consumer Discretionary 0.63%
5 Healthcare 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$57K 0.01%
500
402
$56.9K 0.01%
990
403
$56.7K 0.01%
271
+115
404
$56.3K 0.01%
279
405
$56.1K 0.01%
9,810
406
$55.6K 0.01%
219
407
$55.1K 0.01%
576
+253
408
$55.1K 0.01%
52
409
$53.4K 0.01%
85
-6
410
$53.1K 0.01%
162
411
$52.7K 0.01%
650
412
$51.7K 0.01%
204
413
$51.5K 0.01%
113
+49
414
$51.3K 0.01%
627
+1
415
$51.1K 0.01%
637
416
$51K 0.01%
1,066
417
$50.9K 0.01%
399
418
$50.7K 0.01%
388
+170
419
$50.3K 0.01%
148
+20
420
$50.2K 0.01%
664
-31
421
$49.6K 0.01%
3,250
422
$49.1K 0.01%
390
+80
423
$48.5K 0.01%
263
+115
424
$48.4K 0.01%
84
425
$48.4K 0.01%
480
15 16
17
18 19