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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
$287M
AUM Growth
+$8.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
522
New
Increased
Reduced
Closed

Top Buys

1
+$7.53M
2
+$2.03M
3
+$2.03M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.85M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.52M

Top Sells

1
+$4.33M
2
+$3.54M
3
+$3.05M
4
JQC icon
Nuveen Credit Strategies Income Fund
JQC
+$2.28M
5
NXZ
NUVEEN DIV ADV MUNI FD-2
NXZ
+$2.06M

Sector Composition

1 Financials 1.46%
2 Consumer Staples 1.18%
3 Healthcare 1.11%
4 Technology 0.91%
5 Consumer Discretionary 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$1K ﹤0.01%
+39
477
$1K ﹤0.01%
90
478
$1K ﹤0.01%
1,200
479
$1K ﹤0.01%
31
480
$1K ﹤0.01%
100
481
$1K ﹤0.01%
75
-8,175
482
$1K ﹤0.01%
23
483
$1K ﹤0.01%
+50
484
$1K ﹤0.01%
50
485
$1K ﹤0.01%
+24
486
$1K ﹤0.01%
57
487
$1K ﹤0.01%
6
488
$1K ﹤0.01%
66
489
$1K ﹤0.01%
+110
490
$1K ﹤0.01%
16
491
– –
-40
492
$0 ﹤0.01%
2
493
$0 ﹤0.01%
+6
494
$0 ﹤0.01%
+13
495
$0 ﹤0.01%
6
496
– –
-37
497
$0 ﹤0.01%
12
498
$0 ﹤0.01%
+17
499
– –
-50
500
$0 ﹤0.01%
12
17 18 19
20
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