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
$947M
AUM Growth
-$9.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
899
New
Increased
Reduced
Closed

Top Buys

1
+$7.21M
2
+$3.99M
3
+$3.77M
4
BTT icon
BlackRock Municipal 2030 Target Term Trust
BTT
+$3.72M
5
MTBA icon
Simplify MBS ETF
MTBA
+$1.86M

Top Sells

1
+$4.17M
2
+$2.41M
3
+$2.21M
4
TLTW icon
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
TLTW
+$1.99M
5
MBB icon
iShares MBS ETF
MBB
+$1.94M

Sector Composition

1 Technology 3.08%
2 Financials 2.46%
3 Industrials 0.65%
4 Consumer Discretionary 0.63%
5 Healthcare 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$35.5K ﹤0.01%
845
477
$35.5K ﹤0.01%
500
478
$35.3K ﹤0.01%
700
479
$34.6K ﹤0.01%
335
480
$34.5K ﹤0.01%
212
481
$34.5K ﹤0.01%
396
482
$34.3K ﹤0.01%
800
-45
483
$34.2K ﹤0.01%
516
+225
484
$34K ﹤0.01%
263
485
$34K ﹤0.01%
182
-20
486
$33.8K ﹤0.01%
17
-6
487
$33.7K ﹤0.01%
+1,014
488
$33.6K ﹤0.01%
120
489
$32.5K ﹤0.01%
960
490
$32.4K ﹤0.01%
1,005
491
$32K ﹤0.01%
517
492
$31.7K ﹤0.01%
506
+1
493
$30.4K ﹤0.01%
470
494
$30.2K ﹤0.01%
48
+36
495
$30.2K ﹤0.01%
429
496
$30K ﹤0.01%
58
+2
497
$29.7K ﹤0.01%
329
498
$29.7K ﹤0.01%
1,021
499
$29.7K ﹤0.01%
800
500
$29.6K ﹤0.01%
906
18 19
20
21 22