TIM

Tortoise Investment Management Portfolio holdings

AUM $1.05B
1-Year Est. Return 9.75%
This Quarter Est. Return
1 Year Est. Return
+9.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$947M
AUM Growth
-$9.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
899
New
Increased
Reduced
Closed

Top Buys

1
+$7.21M
2
+$3.99M
3
+$3.77M
4
BTT icon
BlackRock Municipal 2030 Target Term Trust
BTT
+$3.72M
5
MTBA icon
Simplify MBS ETF
MTBA
+$1.86M

Top Sells

1
+$4.17M
2
+$2.41M
3
+$2.21M
4
TLTW icon
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
TLTW
+$1.99M
5
MBB icon
iShares MBS ETF
MBB
+$1.94M

Sector Composition

1 Technology 3.08%
2 Financials 2.46%
3 Industrials 0.65%
4 Consumer Discretionary 0.63%
5 Healthcare 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$39.7K ﹤0.01%
314
452
$39.6K ﹤0.01%
1,000
-1,562
453
$39.2K ﹤0.01%
440
+191
454
$39.2K ﹤0.01%
348
455
$39.1K ﹤0.01%
297
+131
456
$39K ﹤0.01%
362
457
$38.5K ﹤0.01%
191
458
$38.3K ﹤0.01%
79
459
$38.3K ﹤0.01%
2,234
+11
460
$38.2K ﹤0.01%
1,000
461
$38.1K ﹤0.01%
177
462
$38.1K ﹤0.01%
450
463
$38K ﹤0.01%
728
+5
464
$38K ﹤0.01%
697
465
$37.8K ﹤0.01%
206
+14
466
$37.5K ﹤0.01%
375
467
$37.3K ﹤0.01%
800
468
$37.2K ﹤0.01%
1,900
+1,000
469
$37.2K ﹤0.01%
287
470
$37K ﹤0.01%
+440
471
$36.8K ﹤0.01%
152
472
$36.8K ﹤0.01%
465
+90
473
$36.8K ﹤0.01%
29
+3
474
$36.6K ﹤0.01%
13,752
475
$35.9K ﹤0.01%
309
-8
17 18
19
20 21