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
$263M
AUM Growth
-$3.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
451
New
Increased
Reduced
Closed

Top Sells

1 +$2.88M
2 +$976K
3 +$963K
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$580K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$435K

Sector Composition

1 Financials 1.49%
2 Healthcare 1.36%
3 Consumer Staples 1.25%
4 Energy 1.07%
5 Technology 1.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
-23