We are live on ! Find out more
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
$262M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
507
New
Increased
Reduced
Closed

Top Buys

1
+$4.68M
2
+$3.59M
3
+$1.81M
4
SHYD icon
VanEck Short High Yield Muni ETF
SHYD
+$1.47M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.44M

Top Sells

1
+$2.78M
2
+$1.78M
3
+$1.35M
4
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$908K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$769K

Sector Composition

1 Energy 1.7%
2 Financials 1.63%
3 Healthcare 1.57%
4 Consumer Staples 1.47%
5 Technology 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
– –
-165
477
– –
-38
478
$0 ﹤0.01%
2
479
$0 ﹤0.01%
26
480
– –
-70
481
– –
-825
482
$0 ﹤0.01%
14
483
$0 ﹤0.01%
18
484
– –
-110
485
– –
-4
486
– –
-25
487
– –
-6
488
– –
-1,000
489
$0 ﹤0.01%
29
490
– –
-30
491
– –
-1,100
492
– –
-1,730
493
– –
-61
494
– –
-1,200
495
$0 ﹤0.01%
39
496
$0 ﹤0.01%
9
497
– –
-15
498
$0 ﹤0.01%
1
499
– –
-1,400
500
– –
-94
17 18 19
20
21