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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
$290M
AUM Growth
-$4.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
512
New
Increased
Reduced
Closed

Top Buys

1
+$3.86M
2
+$2.51M
3
+$2.19M
4
NBD
Nuveen Build Am Bond Opp Fd
NBD
+$1.84M
5
NXQ
NUVEEN ELECT TAX-FREE INC 2
NXQ
+$1.25M

Top Sells

1
+$8.04M
2
+$3.99M
3
+$3.55M
4
NAN icon
Nuveen New York Quality Municipal Income Fund
NAN
+$1.29M
5
SHYD icon
VanEck Short High Yield Muni ETF
SHYD
+$1.1M

Sector Composition

1 Financials 1.78%
2 Healthcare 1.02%
3 Technology 0.99%
4 Industrials 0.91%
5 Consumer Staples 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$1K ﹤0.01%
50
477
$1K ﹤0.01%
2
478
$1K ﹤0.01%
+50
479
$1K ﹤0.01%
+50
480
$1K ﹤0.01%
+450
481
$1K ﹤0.01%
57
482
$1K ﹤0.01%
32
-16
483
$1K ﹤0.01%
66
484
$1K ﹤0.01%
18
-9
485
$1K ﹤0.01%
45
486
$1K ﹤0.01%
16
487
$0 ﹤0.01%
2
488
– –
-150
489
$0 ﹤0.01%
6
490
– –
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-256
493
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$0 ﹤0.01%
12
496
$0 ﹤0.01%
1
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$0 ﹤0.01%
7
498
– –
-440
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$0 ﹤0.01%
+42
500
$0 ﹤0.01%
+13
17 18 19
20
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