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
$287M
AUM Growth
+$8.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
522
New
Increased
Reduced
Closed

Top Buys

1
+$7.53M
2
+$2.03M
3
+$2.03M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.85M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.52M

Top Sells

1
+$4.33M
2
+$3.54M
3
+$3.05M
4
JQC icon
Nuveen Credit Strategies Income Fund
JQC
+$2.28M
5
NXZ
NUVEEN DIV ADV MUNI FD-2
NXZ
+$2.06M

Sector Composition

1 Financials 1.46%
2 Consumer Staples 1.18%
3 Healthcare 1.11%
4 Technology 0.91%
5 Consumer Discretionary 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$3K ﹤0.01%
26
427
$3K ﹤0.01%
100
-100
428
$3K ﹤0.01%
+244
429
$3K ﹤0.01%
+97
430
$3K ﹤0.01%
101
431
$3K ﹤0.01%
+104
432
$2K ﹤0.01%
+108
433
$2K ﹤0.01%
52
434
$2K ﹤0.01%
+564
435
$2K ﹤0.01%
+153
436
$2K ﹤0.01%
35
437
$2K ﹤0.01%
+50
438
$2K ﹤0.01%
+10
439
$2K ﹤0.01%
+22
440
$2K ﹤0.01%
+34
441
$2K ﹤0.01%
+93
442
$2K ﹤0.01%
+300
443
$2K ﹤0.01%
15
444
$2K ﹤0.01%
200
445
$2K ﹤0.01%
250
446
$2K ﹤0.01%
20
+12
447
$2K ﹤0.01%
33
448
$2K ﹤0.01%
45
449
$2K ﹤0.01%
+148
450
$2K ﹤0.01%
402
16 17
18
19 20