We are live on ! Find out more
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
$262M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
507
New
Increased
Reduced
Closed

Top Buys

1
+$4.68M
2
+$3.59M
3
+$1.81M
4
SHYD icon
VanEck Short High Yield Muni ETF
SHYD
+$1.47M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.44M

Top Sells

1
+$2.78M
2
+$1.78M
3
+$1.35M
4
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$908K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$769K

Sector Composition

1 Energy 1.7%
2 Financials 1.63%
3 Healthcare 1.57%
4 Consumer Staples 1.47%
5 Technology 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
– –
-600
452
– –
-122
453
$0 ﹤0.01%
1
454
– –
-60
455
– –
-14
456
– –
-78
457
– –
-2,000
458
– –
-150
459
– –
-300
460
– –
-6,446
461
– –
0
462
– –
-10
463
– –
-500
464
– –
-200
465
– –
-2,000
466
– –
-331
467
– –
-100
468
– –
-83
469
– –
-4,000
470
– –
-1,500
471
$0 ﹤0.01%
7
472
– –
-61
473
– –
-65
474
– –
-250
475
$0 ﹤0.01%
13
17 18
19
20 21