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
$364M
AUM Growth
+$2.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
588
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$1.01M
3
+$822K
4
JQC icon
Nuveen Credit Strategies Income Fund
JQC
+$784K
5
NBD
Nuveen Build Am Bond Opp Fd
NBD
+$695K

Top Sells

1
+$2.89M
2
+$2.39M
3
+$1.23M
4
NMY
Nuveen Maryland Quality Municipal Income Fund
NMY
+$646K
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$420K

Sector Composition

1 Financials 1.71%
2 Technology 1.49%
3 Healthcare 1.35%
4 Consumer Discretionary 1.04%
5 Industrials 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$5K ﹤0.01%
29
477
$5K ﹤0.01%
101
478
$4K ﹤0.01%
30
479
$4K ﹤0.01%
111
480
$4K ﹤0.01%
50
481
$4K ﹤0.01%
56
482
$4K ﹤0.01%
1,322
483
$4K ﹤0.01%
44
-7
484
$4K ﹤0.01%
48
485
$4K ﹤0.01%
307
486
$4K ﹤0.01%
73
487
$4K ﹤0.01%
38
488
$4K ﹤0.01%
50
489
$4K ﹤0.01%
30
490
$4K ﹤0.01%
200
491
$4K ﹤0.01%
51
492
$3K ﹤0.01%
98
493
$3K ﹤0.01%
38
494
$3K ﹤0.01%
61
495
$3K ﹤0.01%
120
496
$3K ﹤0.01%
100
497
$3K ﹤0.01%
200
498
$3K ﹤0.01%
30
499
$3K ﹤0.01%
52
500
$3K ﹤0.01%
48
18 19
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