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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
$382M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
654
New
Increased
Reduced
Closed

Top Buys

1
+$6.08M
2
+$2.54M
3
+$1.49M
4
SHYD icon
VanEck Short High Yield Muni ETF
SHYD
+$1.04M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$810K

Top Sells

1
+$17.7M
2
+$6.95M
3
+$2.96M
4
HIO
Western Asset High Income Opportunity Fund
HIO
+$1.63M
5
BBN icon
BlackRock Taxable Municipal Bond Trust
BBN
+$1.56M

Sector Composition

1 Financials 1.56%
2 Technology 1.39%
3 Healthcare 1.1%
4 Industrials 0.78%
5 Consumer Discretionary 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$3K ﹤0.01%
34
527
$3K ﹤0.01%
250
528
$3K ﹤0.01%
200
529
$3K ﹤0.01%
18
530
$3K ﹤0.01%
+44
531
$3K ﹤0.01%
18
532
$3K ﹤0.01%
444
+42
533
$3K ﹤0.01%
+59
534
$3K ﹤0.01%
+27
535
$3K ﹤0.01%
26
536
$2K ﹤0.01%
14
537
$2K ﹤0.01%
+14
538
$2K ﹤0.01%
38
539
$2K ﹤0.01%
61
540
$2K ﹤0.01%
+6
541
$2K ﹤0.01%
33
542
$2K ﹤0.01%
+14
543
$2K ﹤0.01%
50
544
$2K ﹤0.01%
+10
545
$2K ﹤0.01%
15
546
$2K ﹤0.01%
+70
547
$2K ﹤0.01%
+58
548
$2K ﹤0.01%
35
549
$2K ﹤0.01%
13
-33
550
$2K ﹤0.01%
145
20 21
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