TIM

Tortoise Investment Management Portfolio holdings

AUM $1.14B
1-Year Est. Return 13.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$388M
AUM Growth
-$8.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
658
New
Increased
Reduced
Closed

Top Buys

1
+$8.48M
2
+$6.81M
3
+$4.28M
4
SHYD icon
VanEck Short High Yield Muni ETF
SHYD
+$1.02M
5
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$828K

Top Sells

1
+$6.19M
2
+$2.59M
3
+$2.2M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.69M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.4M

Sector Composition

1 Financials 1.65%
2 Technology 1.58%
3 Healthcare 0.92%
4 Consumer Discretionary 0.73%
5 Consumer Staples 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$5K ﹤0.01%
59
477
$5K ﹤0.01%
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478
$5K ﹤0.01%
100
479
$5K ﹤0.01%
100
480
$4K ﹤0.01%
38
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40
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$4K ﹤0.01%
4
484
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50
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+30
486
$4K ﹤0.01%
+150
487
$4K ﹤0.01%
30
488
$4K ﹤0.01%
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489
$4K ﹤0.01%
186
490
$4K ﹤0.01%
200
491
$4K ﹤0.01%
51
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$4K ﹤0.01%
130
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$4K ﹤0.01%
59
495
$3K ﹤0.01%
640
496
$3K ﹤0.01%
61
-225
497
$3K ﹤0.01%
23
498
$3K ﹤0.01%
111
499
$3K ﹤0.01%
120
500
$3K ﹤0.01%
150
18 19
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