TIM
Tortoise Investment Management Portfolio holdings
AUM
$1.12B
1-Year Est. Return
9.68%
This Fund
S&P 500
1 Year Est. Return
+9.68%
AUM
$396M
AUM Growth
+$13.4M
(+3.5%)
Holding
659
Top Buys
| 1 | +$6.27M | |
| 2 | +$4.38M | |
| 3 | +$2.55M | |
| 4 |
State Street Blackstone Senior Loan ETF
SRLN
|
+$1.63M |
| 5 |
Schwab International Small-Cap Equity ETF
SCHC
|
+$996K |
Top Sells
| 1 | +$8.29M | |
| 2 | +$1.92M | |
| 3 | +$1.47M | |
| 4 |
Nuveen Credit Strategies Income Fund
JQC
|
+$918K |
| 5 |
iShares MSCI EAFE Small-Cap ETF
SCZ
|
+$791K |
Sector Composition
| 1 | Financials | 1.69% |
| 2 | Technology | 1.58% |
| 3 | Healthcare | 1.08% |
| 4 | Consumer Discretionary | 0.79% |
| 5 | Industrials | 0.77% |