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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
$381M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
583
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$1.71M
3
+$1.3M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.08M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$794K

Top Sells

1
+$874K
2
+$792K
3
+$664K
4
NRK icon
Nuveen New York AMT-Free Quality Municipal Income Fund
NRK
+$501K
5
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$459K

Sector Composition

1 Financials 1.78%
2 Technology 1.59%
3 Healthcare 1.22%
4 Industrials 0.83%
5 Consumer Discretionary 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$1K ﹤0.01%
28
527
$1K ﹤0.01%
27
528
$1K ﹤0.01%
7
529
$1K ﹤0.01%
10
530
$1K ﹤0.01%
20
531
$1K ﹤0.01%
21
532
$1K ﹤0.01%
23
533
$1K ﹤0.01%
50
534
$1K ﹤0.01%
250
535
$1K ﹤0.01%
16
536
$1K ﹤0.01%
40
-19
537
$1K ﹤0.01%
8
538
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539
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-132
540
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-30
541
– –
-1,719
542
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-1,336
543
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-478
544
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-198
545
$0 ﹤0.01%
2
546
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547
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-4,275
548
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549
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550
– –
-139
20 21
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