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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
$250M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
511
New
Increased
Reduced
Closed

Top Buys

1
+$4.29M
2
+$4.19M
3
+$1.65M
4
FAX
abrdn Asia-Pacific Income Fund
FAX
+$1.28M
5
NBB icon
Nuveen Taxable Municipal Income Fund
NBB
+$1.12M

Top Sells

1
+$5.19M
2
+$3.91M
3
+$1.51M
4
BABS
SPDR NUVEEN BARCLAYS BUILD AMERICA BOND ETF
BABS
+$1.21M
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$712K

Sector Composition

1 Energy 2.45%
2 Financials 1.89%
3 Healthcare 1.59%
4 Technology 1.33%
5 Industrials 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$1K ﹤0.01%
+110
452
$1K ﹤0.01%
282
+141
453
$1K ﹤0.01%
+5
454
$1K ﹤0.01%
+15
455
$1K ﹤0.01%
7
456
$1K ﹤0.01%
1
457
$1K ﹤0.01%
+6
458
– –
-3,918
459
$0 ﹤0.01%
14
460
$0 ﹤0.01%
2
461
– –
-3,000
462
– –
0
463
– –
-300
464
– –
-300
465
$0 ﹤0.01%
7
466
– –
-2,879
467
– –
-300
468
– –
-31
469
– –
-25
470
$0 ﹤0.01%
12
471
– –
-250
472
$0 ﹤0.01%
+3
473
– –
-581
474
– –
-40
475
$0 ﹤0.01%
+1
17 18
19
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