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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
$287M
AUM Growth
+$8.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
522
New
Increased
Reduced
Closed

Top Buys

1
+$7.53M
2
+$2.03M
3
+$2.03M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.85M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.52M

Top Sells

1
+$4.33M
2
+$3.54M
3
+$3.05M
4
JQC icon
Nuveen Credit Strategies Income Fund
JQC
+$2.28M
5
NXZ
NUVEEN DIV ADV MUNI FD-2
NXZ
+$2.06M

Sector Composition

1 Financials 1.46%
2 Consumer Staples 1.18%
3 Healthcare 1.11%
4 Technology 0.91%
5 Consumer Discretionary 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$2K ﹤0.01%
100
452
$2K ﹤0.01%
+67
453
$2K ﹤0.01%
+358
454
$2K ﹤0.01%
250
455
$2K ﹤0.01%
20
+12
456
$2K ﹤0.01%
+564
457
$1K ﹤0.01%
2
458
$1K ﹤0.01%
30
459
$1K ﹤0.01%
22
460
$1K ﹤0.01%
33
461
$1K ﹤0.01%
38
462
$1K ﹤0.01%
159
463
$1K ﹤0.01%
20
464
$1K ﹤0.01%
40
465
$1K ﹤0.01%
30
466
$1K ﹤0.01%
105
467
$1K ﹤0.01%
+34
468
$1K ﹤0.01%
+60
469
$1K ﹤0.01%
69
470
$1K ﹤0.01%
40
471
$1K ﹤0.01%
28
472
$1K ﹤0.01%
+16
473
$1K ﹤0.01%
+45
474
$1K ﹤0.01%
18
475
$1K ﹤0.01%
7
17 18
19
20 21