TIM

Tortoise Investment Management Portfolio holdings

AUM $1.14B
1-Year Est. Return 13.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.59%
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
+$6.08M
2
+$2.54M
3
+$1.49M
4
SHYD icon
VanEck Short High Yield Muni ETF
SHYD
+$1.04M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$810K

Top Sells

1
+$17.7M
2
+$6.95M
3
+$2.96M
4
HIO
Western Asset High Income Opportunity Fund
HIO
+$1.63M
5
BBN icon
BlackRock Taxable Municipal Bond Trust
BBN
+$1.56M

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
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+55
456
$7K ﹤0.01%
75
457
$7K ﹤0.01%
225
458
$6K ﹤0.01%
+116
459
$6K ﹤0.01%
200
460
$6K ﹤0.01%
37
+19
461
$6K ﹤0.01%
185
462
$6K ﹤0.01%
35
463
$6K ﹤0.01%
34
464
$6K ﹤0.01%
+200
465
$6K ﹤0.01%
98
466
$6K ﹤0.01%
+200
467
$6K ﹤0.01%
150
468
$6K ﹤0.01%
222
469
$6K ﹤0.01%
+51
470
$6K ﹤0.01%
340
471
$6K ﹤0.01%
79
472
$6K ﹤0.01%
100
473
$5K ﹤0.01%
36
+6
474
$5K ﹤0.01%
3
475
$5K ﹤0.01%
418
17 18
19
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