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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
$329M
AUM Growth
+$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
513
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$1.13M
3
+$713K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$664K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$599K

Top Sells

1
+$1.52M
2
+$505K
3
+$419K
4
NAN icon
Nuveen New York Quality Municipal Income Fund
NAN
+$270K
5
SHYD icon
VanEck Short High Yield Muni ETF
SHYD
+$247K

Sector Composition

1 Financials 1.79%
2 Healthcare 1.43%
3 Technology 1.22%
4 Consumer Staples 0.96%
5 Industrials 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$1K ﹤0.01%
6
+2
477
$1K ﹤0.01%
50
478
$1K ﹤0.01%
2
479
$1K ﹤0.01%
6
480
$1K ﹤0.01%
16
481
$1K ﹤0.01%
+18
482
$1K ﹤0.01%
45
483
$1K ﹤0.01%
105
484
$1K ﹤0.01%
+19
485
$1K ﹤0.01%
20
486
$0 ﹤0.01%
2
+1
487
– –
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$0 ﹤0.01%
2
489
$0 ﹤0.01%
8
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– –
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491
$0 ﹤0.01%
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492
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-44
493
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-250
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12
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496
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497
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10
498
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3
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– –
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500
– –
-430
17 18 19
20
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