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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
$424M
AUM Growth
+$36.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
635
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$4.28M
3
+$3.48M
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$1.75M
5
SHYD icon
VanEck Short High Yield Muni ETF
SHYD
+$1.68M

Top Sells

1
+$4.22M
2
+$1.27M
3
+$1.14M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.05M
5
VT icon
Vanguard Total World Stock ETF
VT
+$754K

Sector Composition

1 Technology 1.71%
2 Financials 1.61%
3 Healthcare 1.08%
4 Industrials 0.64%
5 Consumer Staples 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$9K ﹤0.01%
500
427
$9K ﹤0.01%
84
-1
428
$9K ﹤0.01%
235
429
$9K ﹤0.01%
126
430
$9K ﹤0.01%
133
431
$8K ﹤0.01%
+262
432
$8K ﹤0.01%
285
433
$8K ﹤0.01%
1,593
434
$8K ﹤0.01%
100
435
$8K ﹤0.01%
74
436
$8K ﹤0.01%
100
437
$8K ﹤0.01%
+400
438
$8K ﹤0.01%
42
+13
439
$8K ﹤0.01%
+50
440
$8K ﹤0.01%
116
441
$8K ﹤0.01%
28
442
$8K ﹤0.01%
88
+20
443
$8K ﹤0.01%
96
444
$8K ﹤0.01%
270
445
$8K ﹤0.01%
55
446
$8K ﹤0.01%
75
447
$8K ﹤0.01%
132
448
$8K ﹤0.01%
136
449
$8K ﹤0.01%
104
450
$7K ﹤0.01%
34
16 17
18
19 20