We are live on ! Find out more
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
$295M
AUM Growth
+$7.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
543
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$1.35M
3
+$861K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$812K
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$407K

Top Sells

1
+$1.78M
2
+$959K
3
+$666K
4
HYS icon
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
+$395K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$393K

Sector Composition

1 Financials 1.38%
2 Healthcare 0.97%
3 Consumer Staples 0.95%
4 Technology 0.93%
5 Consumer Discretionary 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$0 ﹤0.01%
6
527
– –
-110
528
– –
-100
529
– –
-456
530
– –
-375
531
– –
-67
532
– –
-1,328
533
– –
-528
534
– –
-400
535
– –
-5,925
536
– –
-358
537
– –
-104
538
– –
-97
539
– –
-153
540
– –
-500
541
– –
-3,346
542
– –
-175
543
– –
-10,003
18 19 20 21
22