TIM

Tortoise Investment Management Portfolio holdings

AUM $1.12B
1-Year Est. Return 9.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$382M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
654
New
Increased
Reduced
Closed

Top Buys

1
+$6.14M
2
+$2.56M
3
+$1.5M
4
SHYD icon
VanEck Short High Yield Muni ETF
SHYD
+$1.06M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$832K

Top Sells

1
+$18.2M
2
+$6.94M
3
+$3.02M
4
HIO
Western Asset High Income Opportunity Fund
HIO
+$1.65M
5
BBN icon
BlackRock Taxable Municipal Bond Trust
BBN
+$1.6M

Sector Composition

1 Financials 1.56%
2 Technology 1.39%
3 Healthcare 1.1%
4 Industrials 0.78%
5 Consumer Discretionary 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$7K ﹤0.01%
+285
452
$7K ﹤0.01%
65
+15
453
$7K ﹤0.01%
51
+21
454
$7K ﹤0.01%
275
455
$7K ﹤0.01%
+55
456
$7K ﹤0.01%
75
457
$7K ﹤0.01%
225
458
$6K ﹤0.01%
100
459
$6K ﹤0.01%
+116
460
$6K ﹤0.01%
+200
461
$6K ﹤0.01%
150
462
$6K ﹤0.01%
200
463
$6K ﹤0.01%
37
+19
464
$6K ﹤0.01%
222
465
$6K ﹤0.01%
185
466
$6K ﹤0.01%
35
467
$6K ﹤0.01%
34
468
$6K ﹤0.01%
+200
469
$6K ﹤0.01%
98
470
$6K ﹤0.01%
+51
471
$6K ﹤0.01%
340
472
$6K ﹤0.01%
79
473
$5K ﹤0.01%
105
474
$5K ﹤0.01%
36
+6
475
$5K ﹤0.01%
3
17 18
19
20 21