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
$266M
AUM Growth
+$4.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
469
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$1.66M
3
+$1.52M
4
HYD icon
VanEck High Yield Muni ETF
HYD
+$1.36M
5
FAX
abrdn Asia-Pacific Income Fund
FAX
+$1.24M

Top Sells

1
+$11M
2
+$3.1M
3
+$851K
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$551K
5
NXR
NUVEEN ELECT TAX-FREE INC 3
NXR
+$312K

Sector Composition

1 Financials 1.58%
2 Healthcare 1.53%
3 Energy 1.51%
4 Technology 1.34%
5 Consumer Staples 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$0 ﹤0.01%
2
452
$0 ﹤0.01%
26
453
– –
-5
454
– –
-150
455
$0 ﹤0.01%
14
456
$0 ﹤0.01%
6
-12
457
$0 ﹤0.01%
+21
458
– –
-79
459
$0 ﹤0.01%
29
460
– –
-5
461
$0 ﹤0.01%
39
462
– –
-9
463
– –
-810,369
464
– –
-11,600
465
– –
-1,020
466
$0 ﹤0.01%
1
467
– –
-550
468
– –
-25
469
– –
-108
15 16 17 18
19