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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
$396M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
659
New
Increased
Reduced
Closed

Top Buys

1
+$6.28M
2
+$4.34M
3
+$2.55M
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$1.63M
5
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$990K

Top Sells

1
+$8.13M
2
+$1.89M
3
+$1.47M
4
JQC icon
Nuveen Credit Strategies Income Fund
JQC
+$915K
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$795K

Sector Composition

1 Financials 1.69%
2 Technology 1.58%
3 Healthcare 1.08%
4 Consumer Discretionary 0.79%
5 Industrials 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$8K ﹤0.01%
+250
452
$8K ﹤0.01%
200
453
$8K ﹤0.01%
300
454
$8K ﹤0.01%
106
+50
455
$8K ﹤0.01%
205
456
$8K ﹤0.01%
82
457
$8K ﹤0.01%
184
-210
458
$8K ﹤0.01%
186
459
$8K ﹤0.01%
207
460
$8K ﹤0.01%
270
461
$8K ﹤0.01%
95
462
$8K ﹤0.01%
132
463
$8K ﹤0.01%
339
464
$8K ﹤0.01%
136
465
$8K ﹤0.01%
104
466
$7K ﹤0.01%
372
467
$7K ﹤0.01%
96
468
$7K ﹤0.01%
285
469
$7K ﹤0.01%
35
470
$7K ﹤0.01%
34
471
$7K ﹤0.01%
116
472
$7K ﹤0.01%
55
473
$7K ﹤0.01%
200
474
$7K ﹤0.01%
275
475
$7K ﹤0.01%
51
17 18
19
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