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
$382M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
654
New
Increased
Reduced
Closed

Top Buys

1
+$6.08M
2
+$2.54M
3
+$1.49M
4
SHYD icon
VanEck Short High Yield Muni ETF
SHYD
+$1.04M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$810K

Top Sells

1
+$17.7M
2
+$6.95M
3
+$2.96M
4
HIO
Western Asset High Income Opportunity Fund
HIO
+$1.63M
5
BBN icon
BlackRock Taxable Municipal Bond Trust
BBN
+$1.56M

Sector Composition

1 Financials 1.56%
2 Technology 1.39%
3 Healthcare 1.1%
4 Industrials 0.78%
5 Consumer Discretionary 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$9K ﹤0.01%
133
427
$9K ﹤0.01%
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428
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429
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82
+31
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$8K ﹤0.01%
431
+286
433
$8K ﹤0.01%
+207
434
$8K ﹤0.01%
270
435
$8K ﹤0.01%
90
436
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437
$8K ﹤0.01%
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438
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$8K ﹤0.01%
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$8K ﹤0.01%
104
442
$7K ﹤0.01%
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446
$7K ﹤0.01%
248
447
$7K ﹤0.01%
186
448
$7K ﹤0.01%
96
449
$7K ﹤0.01%
61
+11
450
$7K ﹤0.01%
84
+10
16 17
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19 20