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
$424M
AUM Growth
+$36.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
635
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$4.28M
3
+$3.48M
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$1.75M
5
SHYD icon
VanEck Short High Yield Muni ETF
SHYD
+$1.68M

Top Sells

1
+$4.22M
2
+$1.27M
3
+$1.14M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.05M
5
VT icon
Vanguard Total World Stock ETF
VT
+$754K

Sector Composition

1 Technology 1.71%
2 Financials 1.61%
3 Healthcare 1.08%
4 Industrials 0.64%
5 Consumer Staples 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$7K ﹤0.01%
23
452
$7K ﹤0.01%
372
453
$7K ﹤0.01%
+200
454
$7K ﹤0.01%
61
455
$7K ﹤0.01%
65
456
$7K ﹤0.01%
51
457
$7K ﹤0.01%
340
458
$7K ﹤0.01%
+500
459
$7K ﹤0.01%
225
460
$6K ﹤0.01%
98
461
$6K ﹤0.01%
3
462
$6K ﹤0.01%
200
463
$6K ﹤0.01%
48
464
$6K ﹤0.01%
418
465
$6K ﹤0.01%
31
466
$6K ﹤0.01%
200
467
$6K ﹤0.01%
55
+25
468
$6K ﹤0.01%
+29
469
$6K ﹤0.01%
216
+96
470
$6K ﹤0.01%
106
471
$6K ﹤0.01%
59
472
$6K ﹤0.01%
28
473
$6K ﹤0.01%
79
474
$5K ﹤0.01%
248
475
$5K ﹤0.01%
105
17 18
19
20 21