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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
501
$2K ﹤0.01%
48
502
$2K ﹤0.01%
50
503
$2K ﹤0.01%
87
504
$2K ﹤0.01%
75
505
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250
506
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9
507
$2K ﹤0.01%
35
508
$2K ﹤0.01%
62
509
$2K ﹤0.01%
39
510
$2K ﹤0.01%
100
511
$2K ﹤0.01%
17
512
$2K ﹤0.01%
18
513
$2K ﹤0.01%
402
514
$2K ﹤0.01%
3,000
515
$2K ﹤0.01%
34
516
$1K ﹤0.01%
20
517
$1K ﹤0.01%
33
518
$1K ﹤0.01%
33
519
$1K ﹤0.01%
20
520
$1K ﹤0.01%
19
521
$1K ﹤0.01%
100
522
$1K ﹤0.01%
50
523
$1K ﹤0.01%
105
524
$1K ﹤0.01%
5
525
$1K ﹤0.01%
35
-76
19 20
21
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