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TIM

Tortoise Investment Management Portfolio holdings

AUM $1.21B
1-Year Est. Return 13.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$239M
AUM Growth
+$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$5.99M
2
+$2.1M
3
+$1.34M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.12M
5
NBB icon
Nuveen Taxable Municipal Income Fund
NBB
+$1.04M

Top Sells

1
+$2.2M
2
+$739K
3
+$455K
4
FGP
Ferrellgas Partners, L.P.
FGP
+$442K
5
NCU
NUVEEN (CAL) PREM INCM MUNI FD
NCU
+$351K

Sector Composition

1 Energy 4.25%
2 Financials 1.64%
3 Healthcare 1.58%
4 Technology 1.31%
5 Industrials 1.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$0 ﹤0.01%
12
427
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428
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429
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5
430
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-264
431
– –
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432
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7
433
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434
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2
435
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437
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-500
438
– –
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$0 ﹤0.01%
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441
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4
442
$0 ﹤0.01%
39
443
$0 ﹤0.01%
31
444
– –
-25,879
445
– –
-17,791
446
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-850
447
$0 ﹤0.01%
+7
448
– –
-190
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