TIM

Tortoise Investment Management Portfolio holdings

AUM $1.12B
1-Year Est. Return 9.68%
This Quarter Est. Return
1 Year Est. Return
+9.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$388M
AUM Growth
-$8.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
658
New
Increased
Reduced
Closed

Top Buys

1
+$8.48M
2
+$6.81M
3
+$4.29M
4
SHYD icon
VanEck Short High Yield Muni ETF
SHYD
+$1.03M
5
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$832K

Top Sells

1
+$6.21M
2
+$2.65M
3
+$2.21M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.67M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.42M

Sector Composition

1 Financials 1.65%
2 Technology 1.58%
3 Healthcare 0.92%
4 Consumer Discretionary 0.73%
5 Consumer Staples 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$7K ﹤0.01%
28
-186
452
$7K ﹤0.01%
372
453
$7K ﹤0.01%
340
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$7K ﹤0.01%
75
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105
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3
-25
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$6K ﹤0.01%
+31
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$6K ﹤0.01%
100
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$6K ﹤0.01%
500
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$5K ﹤0.01%
100
467
$5K ﹤0.01%
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468
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50
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-50
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200
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472
$5K ﹤0.01%
60
473
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474
$5K ﹤0.01%
84
475
$5K ﹤0.01%
106
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