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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
$382M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
654
New
Increased
Reduced
Closed

Top Buys

1
+$6.08M
2
+$2.54M
3
+$1.49M
4
SHYD icon
VanEck Short High Yield Muni ETF
SHYD
+$1.04M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$810K

Top Sells

1
+$17.7M
2
+$6.95M
3
+$2.96M
4
HIO
Western Asset High Income Opportunity Fund
HIO
+$1.63M
5
BBN icon
BlackRock Taxable Municipal Bond Trust
BBN
+$1.56M

Sector Composition

1 Financials 1.56%
2 Technology 1.39%
3 Healthcare 1.1%
4 Industrials 0.78%
5 Consumer Discretionary 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$5K ﹤0.01%
+29
477
$5K ﹤0.01%
100
478
$5K ﹤0.01%
+68
479
$5K ﹤0.01%
418
480
$5K ﹤0.01%
+60
481
$5K ﹤0.01%
+70
482
$5K ﹤0.01%
+12
483
$5K ﹤0.01%
+39
484
$5K ﹤0.01%
84
+45
485
$5K ﹤0.01%
95
486
$5K ﹤0.01%
59
487
$5K ﹤0.01%
+28
488
$5K ﹤0.01%
100
489
$5K ﹤0.01%
24
490
$5K ﹤0.01%
+99
491
$4K ﹤0.01%
+248
492
$4K ﹤0.01%
23
493
$4K ﹤0.01%
+4
494
$4K ﹤0.01%
50
495
$4K ﹤0.01%
56
496
$4K ﹤0.01%
71
497
$4K ﹤0.01%
65
+34
498
$4K ﹤0.01%
48
499
$4K ﹤0.01%
30
500
$4K ﹤0.01%
73
18 19
20
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