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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
$344M
AUM Growth
-$79.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
627
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M
2
+$3.21M
3
+$1.91M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.61M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.55M

Top Sells

1
+$7.19M
2
+$4M
3
+$3.8M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.26M
5
NUV icon
Nuveen Municipal Value Fund
NUV
+$1.46M

Sector Composition

1 Technology 1.84%
2 Financials 1.47%
3 Healthcare 1.02%
4 Consumer Staples 0.66%
5 Consumer Discretionary 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$1K ﹤0.01%
37
527
$1K ﹤0.01%
41
528
$1K ﹤0.01%
20
+13
529
$1K ﹤0.01%
37
530
$1K ﹤0.01%
+5
531
$1K ﹤0.01%
+8
532
$1K ﹤0.01%
6
533
$1K ﹤0.01%
123
534
$1K ﹤0.01%
48
535
$1K ﹤0.01%
27
536
– –
-18
537
$0 ﹤0.01%
30
538
– –
-25
539
$0 ﹤0.01%
4
540
– –
-61
541
– –
-159
542
$0 ﹤0.01%
2
543
$0 ﹤0.01%
8
-21
544
– –
-200
545
– –
-4,030
546
$0 ﹤0.01%
7
-1
547
– –
-100
548
– –
-50
549
– –
-1,000
550
$0 ﹤0.01%
3
20 21
22
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