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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
$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
501
$3K ﹤0.01%
11
502
$3K ﹤0.01%
52
503
$3K ﹤0.01%
38
504
$3K ﹤0.01%
30
505
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25
506
$3K ﹤0.01%
27
507
$3K ﹤0.01%
102
508
$3K ﹤0.01%
30
509
$3K ﹤0.01%
58
510
$3K ﹤0.01%
640
511
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34
512
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250
513
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200
514
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120
515
$3K ﹤0.01%
100
516
$3K ﹤0.01%
26
517
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27
+2
518
$3K ﹤0.01%
18
519
$3K ﹤0.01%
444
520
$3K ﹤0.01%
3,000
521
$2K ﹤0.01%
14
522
$2K ﹤0.01%
14
523
$2K ﹤0.01%
28
+2
524
$2K ﹤0.01%
6
525
$2K ﹤0.01%
33
19 20
21
22 23