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
$396M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
659
New
Increased
Reduced
Closed

Top Buys

1
+$6.28M
2
+$4.34M
3
+$2.55M
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$1.63M
5
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$990K

Top Sells

1
+$8.13M
2
+$1.89M
3
+$1.47M
4
JQC icon
Nuveen Credit Strategies Income Fund
JQC
+$915K
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$795K

Sector Composition

1 Financials 1.69%
2 Technology 1.58%
3 Healthcare 1.08%
4 Consumer Discretionary 0.79%
5 Industrials 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$10K ﹤0.01%
159
427
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428
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306
429
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431
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500
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$9K ﹤0.01%
486
436
$9K ﹤0.01%
+100
437
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90
438
$9K ﹤0.01%
520
439
$9K ﹤0.01%
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55
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$9K ﹤0.01%
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40
-8
447
$9K ﹤0.01%
694
448
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180
449
$9K ﹤0.01%
431
450
$8K ﹤0.01%
+250
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