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TIM
Tortoise Investment Management Portfolio holdings
AUM
$1.21B
1-Year Est. Return
13.04%
This Fund
S&P 500
1 Year Est. Return
+13.04%
AUM
$484M
AUM Growth
+$29.3M
(+6.4%)
Holding
623
Top Buys
| 1 | +$5.3M | |
| 2 | +$2.83M | |
| 3 | +$2.57M | |
| 4 |
Nuveen New York Municipal Value Fund
NNY
|
+$2.16M |
| 5 |
VanEck Short High Yield Muni ETF
SHYD
|
+$2.12M |
Top Sells
| 1 | +$10.4M | |
| 2 | +$1.57M | |
| 3 | +$1.28M | |
| 4 |
NMY
Nuveen Maryland Quality Municipal Income Fund
NMY
|
+$1.24M |
| 5 |
Nuveen Credit Strategies Income Fund
JQC
|
+$1.11M |
Sector Composition
| 1 | Technology | 2.62% |
| 2 | Financials | 1.61% |
| 3 | Consumer Discretionary | 1% |
| 4 | Healthcare | 0.73% |
| 5 | Communication Services | 0.56% |