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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
$279M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
445
New
Increased
Reduced
Closed

Top Buys

1
+$5.6M
2
+$2.02M
3
+$1.63M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.48M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$971K

Top Sells

1
+$2.82M
2
+$1.18M
3
+$1.15M
4
PCL
PLUM CREEK TIMBER CO (REIT)
PCL
+$746K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$405K

Sector Composition

1 Healthcare 1.46%
2 Financials 1.44%
3 Consumer Staples 1.28%
4 Technology 1.05%
5 Consumer Discretionary 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
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0
427
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428
$0 ﹤0.01%
7
429
$0 ﹤0.01%
3
430
$0 ﹤0.01%
12
431
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0
432
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6
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436
$0 ﹤0.01%
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437
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438
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439
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-2,000
440
$0 ﹤0.01%
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442
$0 ﹤0.01%
7
443
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$0 ﹤0.01%
1
445
– –
-173
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