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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
$370M
AUM Growth
-$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
577
New
Increased
Reduced
Closed

Top Buys

1
+$20.6M
2
+$4.08M
3
+$3.72M
4
NRK icon
Nuveen New York AMT-Free Quality Municipal Income Fund
NRK
+$2.8M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$2.64M

Top Sells

1
+$22M
2
+$1.62M
3
+$1.05M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$712K
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$707K

Sector Composition

1 Financials 1.59%
2 Technology 1.2%
3 Healthcare 1.1%
4 Consumer Discretionary 0.73%
5 Industrials 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$3K ﹤0.01%
30
477
$3K ﹤0.01%
52
478
$3K ﹤0.01%
38
479
$3K ﹤0.01%
30
480
$3K ﹤0.01%
25
481
$3K ﹤0.01%
102
482
$3K ﹤0.01%
40
-27
483
$3K ﹤0.01%
+129
484
$3K ﹤0.01%
200
485
$3K ﹤0.01%
26
-29
486
$3K ﹤0.01%
18
487
$3K ﹤0.01%
64
488
$2K ﹤0.01%
145
489
$2K ﹤0.01%
38
490
$2K ﹤0.01%
61
491
$2K ﹤0.01%
33
492
$2K ﹤0.01%
14
493
$2K ﹤0.01%
111
494
$2K ﹤0.01%
31
495
$2K ﹤0.01%
200
496
$2K ﹤0.01%
15
497
$2K ﹤0.01%
84
498
$2K ﹤0.01%
75
-108
499
$2K ﹤0.01%
123
500
$2K ﹤0.01%
15
18 19
20
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