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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
$388M
AUM Growth
-$8.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
658
New
Increased
Reduced
Closed

Top Buys

1
+$8.48M
2
+$6.81M
3
+$4.28M
4
SHYD icon
VanEck Short High Yield Muni ETF
SHYD
+$1.02M
5
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$828K

Top Sells

1
+$6.19M
2
+$2.59M
3
+$2.2M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.69M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.4M

Sector Composition

1 Financials 1.65%
2 Technology 1.58%
3 Healthcare 0.92%
4 Consumer Discretionary 0.73%
5 Consumer Staples 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$8K ﹤0.01%
+50
427
$8K ﹤0.01%
116
428
$8K ﹤0.01%
300
429
$8K ﹤0.01%
82
430
$8K ﹤0.01%
186
431
$8K ﹤0.01%
431
432
$8K ﹤0.01%
96
433
$8K ﹤0.01%
270
434
$8K ﹤0.01%
500
435
$8K ﹤0.01%
85
-174
436
$8K ﹤0.01%
285
437
$8K ﹤0.01%
235
438
$8K ﹤0.01%
55
439
$8K ﹤0.01%
132
440
$8K ﹤0.01%
104
441
$8K ﹤0.01%
301
442
$8K ﹤0.01%
205
443
$7K ﹤0.01%
65
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444
$7K ﹤0.01%
34
445
$7K ﹤0.01%
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446
$7K ﹤0.01%
49
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447
$7K ﹤0.01%
53
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448
$7K ﹤0.01%
28
-186
449
$7K ﹤0.01%
372
450
$7K ﹤0.01%
61
-125
16 17
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19 20