TIM

Tortoise Investment Management Portfolio holdings

AUM $1.05B
1-Year Est. Return 9.75%
This Quarter Est. Return
1 Year Est. Return
+9.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$947M
AUM Growth
-$9.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
899
New
Increased
Reduced
Closed

Top Buys

1 +$7.21M
2 +$3.99M
3 +$3.77M
4
BTT icon
BlackRock Municipal 2030 Target Term Trust
BTT
+$3.72M
5
MTBA icon
Simplify MBS ETF
MTBA
+$1.86M

Top Sells

1 +$4.17M
2 +$2.41M
3 +$2.21M
4
TLTW icon
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
TLTW
+$1.99M
5
MBB icon
iShares MBS ETF
MBB
+$1.94M

Sector Composition

1 Technology 3.08%
2 Financials 2.46%
3 Industrials 0.65%
4 Consumer Discretionary 0.63%
5 Healthcare 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$48K 0.01%
264
+36
427
$47.3K 0.01%
529
+233
428
$46.3K ﹤0.01%
900
429
$46.2K ﹤0.01%
417
+181
430
$46.2K ﹤0.01%
358
431
$46K ﹤0.01%
2,000
432
$45.8K ﹤0.01%
775
433
$45.3K ﹤0.01%
1,204
434
$45.3K ﹤0.01%
+413
435
$45K ﹤0.01%
1,615
436
$44.1K ﹤0.01%
296
437
$44K ﹤0.01%
515
438
$43.9K ﹤0.01%
491
+85
439
$43.4K ﹤0.01%
10,000
440
$43.4K ﹤0.01%
436
+51
441
$42.6K ﹤0.01%
940
442
$42.1K ﹤0.01%
489
443
$41.6K ﹤0.01%
676
-3
444
$41.6K ﹤0.01%
466
445
$41.4K ﹤0.01%
598
446
$41.3K ﹤0.01%
502
+12
447
$41.3K ﹤0.01%
78
+34
448
$41.3K ﹤0.01%
325
449
$41.1K ﹤0.01%
1,536
450
$41K ﹤0.01%
182