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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
$381M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
583
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$1.71M
3
+$1.3M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.08M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$794K

Top Sells

1
+$874K
2
+$792K
3
+$664K
4
NRK icon
Nuveen New York AMT-Free Quality Municipal Income Fund
NRK
+$501K
5
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$459K

Sector Composition

1 Financials 1.78%
2 Technology 1.59%
3 Healthcare 1.22%
4 Industrials 0.83%
5 Consumer Discretionary 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$7K ﹤0.01%
3,000
427
$7K ﹤0.01%
74
428
$7K ﹤0.01%
35
429
$7K ﹤0.01%
90
430
$7K ﹤0.01%
222
431
$7K ﹤0.01%
375
432
$7K ﹤0.01%
59
433
$7K ﹤0.01%
81
434
$7K ﹤0.01%
75
435
$7K ﹤0.01%
225
436
$6K ﹤0.01%
75
437
$6K ﹤0.01%
55
438
$6K ﹤0.01%
51
439
$6K ﹤0.01%
140
-50
440
$6K ﹤0.01%
418
441
$6K ﹤0.01%
96
442
$6K ﹤0.01%
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443
$6K ﹤0.01%
+67
444
$6K ﹤0.01%
55
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$6K ﹤0.01%
100
446
$6K ﹤0.01%
139
447
$6K ﹤0.01%
79
448
$6K ﹤0.01%
100
449
$6K ﹤0.01%
29
450
$6K ﹤0.01%
+25
16 17
18
19 20